Original filing (PDF)20250826181636NAL0004602675001

IPX EXCHANGE SERVICES, INC. DBA 1031 EXCHANGE INTERMEDIARIES

Name: IPX EXCHANGE SERVICES, INC. DBA 1031 EXCHANGE INTERMEDIARIES — IPX EXCHANGE SERVICES, INC. SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: IPX EXCHANGE SERVICES, INC. DBA 1031 EXCHANGE INTERMEDIARIES

Form 5500-SF

FILING_RECEIVED

IPX EXCHANGE SERVICES, INC. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPX EXCHANGE SERVICES, INC. DBA 1031 EXCHANGE INTERMEDIARIES.

Plan sponsor

Name

IPX EXCHANGE SERVICES, INC. DBA 1031 EXCHANGE INTERMEDIARIES

EIN