How big is IAG Wealth Partners, LLC's plan?

IAG Wealth Partners, LLC's plan reported $2.8M in assets and 26 participants for 2024.

Original filing (PDF)20250617135723NAL0003875474001

IAG Wealth Partners, LLC

Name: IAG Wealth Partners, LLC — IAG Wealth Partners, LLC, Form 5500 (2024)
Creator: IAG Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IAG Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · IAG Wealth Partners, LLC's IAG Wealth Partners, LLC 401(k) Plan held $2.8M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jennifer Von Ruden signed IAG Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Jennifer Von Ruden — 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

IAG Wealth Partners, LLC's EIN is 27-1506963.

EIN 27-1506963

Plan number 001

Plan year 2024

ACK ID 20250617135723NAL0003875474001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IAG Wealth Partners, 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 IAG WEALTH PARTNERS, 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