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Original filing (PDF)20241015163954NAL0016893539001
IPEC COACHING
Form 5500-SF
FILING_RECEIVED
IPEC COACHING 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 11.0 mo
Active participants
89
Accounts w/ balance
58
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
78
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Filed 11.0 months past the 10.5-month grace window.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
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 IPEC COACHING.
Plan sponsor
Name
IPEC COACHING
EIN
22-3667081
Address
149 AVENUE AT THE COMMON · SUITE 202 · SHREWSBURY, NJ · 07702
Phone
(732) 982-8155
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
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