How big is IO South LLC's plan?

IO South LLC's plan reported $326K in assets and 6 participants for 2024.

Original filing (PDF)20250911082747NAL0000139761001

IO South LLC

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

Form 5500-SF

FILING_RECEIVED

IO South LLC 401(k) Plan

401(k) retirement plan · IO South LLC's IO South LLC 401(k) Plan held $326K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

People on this filing

Kurt Beatty signed IO South LLC's 2024 Form 5500 as plan administrator.

Kurt Beatty — 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

IO South LLC's EIN is 27-0890961.

EIN 27-0890961

Plan number 001

Plan year 2024

ACK ID 20250911082747NAL0000139761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IO South LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IO SOUTH 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

IO SOUTH LLC

EIN

all filings

Address

1061 TRIAD COURT, SUITE 2 · MARIETTA, GA · 30062

Phone

(770) 919-9750

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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