How big is IRA Financial Group LLC's plan?

IRA Financial Group LLC's plan reported $1.2M in assets and 18 participants for 2024.

Original filing (PDF)20250725060040NAL0013880098001

IRA Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Irafg 401(k) Trust

401(k) retirement plan · IRA Financial Group LLC's Irafg 401(k) Trust held $1.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

IRA Financial Group LLC's EIN is 27-1656243.

EIN 27-1656243

Plan number 001

Plan year 2024

ACK ID 20250725060040NAL0013880098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IRA Financial 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 IRA FINANCIAL GROUP 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