How big is IVY Insight Group LLC's plan?

IVY Insight Group LLC's plan reported $79K in assets and 4 participants for 2025.

Original filing (PDF)20260422221951NAL0006429760094

IVY Insight Group LLC

Name: IVY Insight Group LLC — IVY Insight Group LLC 401(k), Form 5500 (2025)
Creator: IVY Insight Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVY Insight Group LLC 401(k) Plan

401(k) retirement plan · IVY Insight Group LLC's IVY Insight Group LLC 401(k) Plan held $79K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

Plan identifiers

IVY Insight Group LLC's EIN is 40-0013922.

EIN 40-0013922

Plan number 001

Plan year 2025

ACK ID 20260422221951NAL0006429760094

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IVY Insight Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IVY Insight Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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