How big is CIO, LLC's plan?

CIO, LLC's plan reported $667K in assets and 53 participants for 2024.

Original filing (PDF)20250915094206NAL0000873041001

CIO, LLC

Name: CIO, LLC — CIO, LLC Cash Balance Plan, Form 5500 (2024)
Creator: CIO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CIO, LLC Cash Balance Plan

Defined-benefit pension plan · CIO, LLC's CIO, LLC Cash Balance Plan held $667K in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$667K

Net assets (EOY)

$667K

People on this filing

ERIK Monson signed CIO, LLC's 2024 Form 5500 as plan administrator.

ERIK Monson — 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

CIO, LLC's EIN is 37-1875828.

EIN 37-1875828

Plan number 002

Plan year 2024

ACK ID 20250915094206NAL0000873041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CIO, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CIO, LLC

EIN

all filings

Address

5890 MORNING STAR COURT · PLEASANT HILL, IA · 50327

Phone

(515) 266-2154

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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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