How big is IVY Experience's plan?

IVY Experience's plan reported $554K in assets and 10 participants for 2024.

Original filing (PDF)20250711142825NAL0017547458001

IVY Experience

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

Form 5500-SF

FILING_RECEIVED

IVY Experience 401(k) Plan

401(k) retirement plan · IVY Experience's IVY Experience 401(k) Plan held $554K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$554K

Net assets (EOY)

$554K

People on this filing

Karan SHAH signed IVY Experience's 2024 Form 5500 as plan administrator.

Karan SHAH — 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

IVY Experience's EIN is 27-3107518.

EIN 27-3107518

Plan number 001

Plan year 2024

ACK ID 20250711142825NAL0017547458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IVY Experience's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

IVY EXPERIENCE

EIN

all filings

Address

11 PARK AVE · SWARTHMORE, PA · 19081

Phone

(267) 888-6489

Industry

Educational 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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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