How big is IVY Equities II LLC's plan?

IVY Equities II LLC's plan reported $3.2M in assets and 3 participants for 2025.

Original filing (PDF)20260429103415NAL0006107907001

IVY Equities II LLC

Name: IVY Equities II LLC — IVY Equities II LLC Defined, Form 5500 (2025)
Creator: IVY Equities II LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVY Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.)

Defined-benefit pension plan · IVY Equities II LLC's IVY Equities II LLC Defined Benefit Pension Plan and Trust (FBO Russell F. Warren, Jr.) held $3.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Russell Warren, Jr. signed IVY Equities II LLC's 2025 Form 5500 as plan administrator.

Russell Warren, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IVY Equities II LLC's EIN is 26-0520136.

EIN 26-0520136

Plan number 001

Plan year 2025

ACK ID 20260429103415NAL0006107907001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IVY Equities II LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IVY Equities II LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IVY EQUITIES II LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score