How big is IAM Acquisitions, LLC DBA Coregistics' plan?

IAM Acquisitions, LLC DBA Coregistics' plan reported $2.4M in assets and 103 participants for 2024.

Original filing (PDF)20251010110112NAL0012905280001

IAM Acquisitions, LLC DBA Coregistics

Name: IAM Acquisitions, LLC DBA Coregistics — Coregistics, Form 5500 (2024)
Creator: IAM Acquisitions, LLC DBA Coregistics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coregistics 401(k) Plan

401(k) retirement plan · IAM Acquisitions, LLC DBA Coregistics' Coregistics 401(k) Plan held $2.4M in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

DAWN Stastny signed IAM Acquisitions, LLC DBA Coregistics' 2024 Form 5500 as plan administrator.

DAWN Stastny — 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

IAM Acquisitions, LLC DBA Coregistics' EIN is 27-4950806.

EIN 27-4950806

Plan number 001

Plan year 2024

ACK ID 20251010110112NAL0012905280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IAM Acquisitions, LLC DBA Coregistics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IAM Acquisitions, LLC DBA Coregistics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IAM ACQUISITIONS, LLC DBA COREGISTICS.

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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 (14th percentile).

Helping the score