How big is Investment Partners, Ltd.'s plan?

Investment Partners, Ltd.'s plan reported $8.0M in assets and 17 participants for 2024.

Original filing (PDF)20250508113523NAL0026849170001

Investment Partners, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Investment Partners, Ltd. 401(k) Plan

401(k) retirement plan · Investment Partners, Ltd.'s Investment Partners, Ltd. 401(k) Plan held $8.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

Douglas Bambeck signed Investment Partners, Ltd.'s 2024 Form 5500 as plan administrator.

Douglas Bambeck — 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

Investment Partners, Ltd.'s EIN is 34-1828939.

EIN 34-1828939

Plan number 001

Plan year 2024

ACK ID 20250508113523NAL0026849170001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Investment Partners, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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