How big is IQ Capital Advisors, Inc.'s plan?

IQ Capital Advisors, Inc.'s plan reported $3.7M in assets and 3 participants for 2024.

Original filing (PDF)20250725182131NAL0006920817001

IQ Capital Advisors, Inc.

Name: IQ Capital Advisors, Inc. — IQ Capital Advisors, Form 5500 (2024)
Creator: IQ Capital Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IQ Capital Advisors, Inc. Defined Benefit Plan

Defined-benefit pension plan · IQ Capital Advisors, Inc.'s IQ Capital Advisors, Inc. Defined Benefit Plan held $3.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

IQ Capital Advisors, Inc.'s EIN is 27-4190588.

EIN 27-4190588

Plan number 001

Plan year 2024

ACK ID 20250725182131NAL0006920817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IQ Capital Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IQ Capital Advisors, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IQ CAPITAL ADVISORS, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score