How big is IDOC Holdings, LLC's plan?

IDOC Holdings, LLC's plan reported $3.2M in assets and 108 participants for 2024.

Original filing (PDF)20250905085642NAL0028615744001

IDOC Holdings, LLC

Name: IDOC Holdings, LLC — IDOC Holdings 401(k) Plan, Form 5500 (2024)
Creator: IDOC Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IDOC Holdings 401(k) Plan

401(k) retirement plan · IDOC Holdings, LLC's IDOC Holdings 401(k) Plan held $3.2M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

109

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Kelly Connor signed IDOC Holdings, LLC's 2024 Form 5500 as plan administrator.

Kelly Connor — 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

IDOC Holdings, LLC's EIN is 26-2934588.

EIN 26-2934588

Plan number 002

Plan year 2024

ACK ID 20250905085642NAL0028615744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off