How big is IA Capital Advisors, LLC's plan?

IA Capital Advisors, LLC's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250723151631NAL0004319329001

IA Capital Advisors, LLC

Name: IA Capital Advisors, LLC — IA Capital Advisors, LLC, Form 5500 (2024)
Creator: IA Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IA Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · IA Capital Advisors, LLC's IA Capital Advisors, LLC 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jesse Beyroutey signed IA Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Jesse Beyroutey — 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

IA Capital Advisors, LLC's EIN is 26-1582939.

EIN 26-1582939

Plan number 001

Plan year 2024

ACK ID 20250723151631NAL0004319329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IA Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IA Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IA CAPITAL ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score