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Original filing (PDF)20250213101931NAL0037301248001
IRIS NJOS
Form 5500-SF
FILING_RECEIVED
IRIS NJOS 401K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRIS NJOS.
Plan sponsor
Name
IRIS NJOS
EIN
22-1890151
Address
244 5TH AVE # 2809 · NEW YORK, NY · 100017604
Phone
(201) 639-4840
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
IRIS ADVISORS, LLC
EIN
06-1584401
City
NEW YORK, NY
Phone
(201) 639-4840
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
