Original filing (PDF)20250421154211NAL0004723504002

IVY CREATIVE, LLC

Name: IVY CREATIVE, LLC — IVY CREATIVE, LLC 401K SAVINGS PLAN, Form 5500 (2024)
Creator: IVY CREATIVE, LLC

Form 5500-SF

FILING_RECEIVED

IVY CREATIVE, LLC 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVY CREATIVE, LLC.

Plan sponsor

Name

IVY CREATIVE, LLC

EIN

20-5764985

Address

1 COUNTRY LANE · SOUTHBOROUGH, MA · 01772

Phone

(774) 290-0013

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CELTIC CHICAGO, INC.

CELTIC CHICAGO, INC. 401(K) PLAN

$2.3M · 29 participants

OMNI PROMOTIONAL INC

OMNI PROMOTIONAL INC RETIREMENT TRUST

$2.3M · 11 participants

SHAREABILITY INC

SHAREABILITY INC 401(K) PLAN

$2.3M · 31 participants

GARRAND & COMPANY, INC.

GARRAND MOEHLENKAMP 401(K) PLAN

$2.3M · 20 participants

MEGAN DRISCOLL LLC DBA EVOLVEMKD

EVOLVE MKD 401(K) PLAN

$2.3M · 22 participants