Original filing (PDF)20260428090838NAL0005275091001

The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation

Name: The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation — Form 5500 Plan 001 (2025)
Creator: The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The IAG 401(k) & Profit Sharing Plan

401(k) retirement plan · The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation's The IAG 401(k) & Profit Sharing Plan held $4.2M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation's EIN is 27-0046645.

EIN 27-0046645

Plan number 001

Plan year 2025

ACK ID 20260428090838NAL0005275091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Investigative Accounting Group, LLC DBA IAG Forensics & Valuation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE INVESTIGATIVE ACCOUNTING GROUP, LLC DBA IAG FORENSICS & VALUATION.

Finding similar companies…

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