How big is Ivystone Group, LLC's plan?

Ivystone Group, LLC's plan reported $6.7M in assets and 106 participants for 2024.

Original filing (PDF)20250918082646NAL0001599315001

Ivystone Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Ivystone Group 401(k) Plan

401(k) retirement plan · Ivystone Group, LLC's Ivystone Group 401(k) Plan held $6.7M in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Ivystone Group, LLC's EIN is 27-1347054.

EIN 27-1347054

Plan number 001

Plan year 2024

ACK ID 20250918082646NAL0001599315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ivystone Group, LLC'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 IVYSTONE GROUP, 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

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score