Original filing (PDF)20250729151514NAL0003543809001

IRA PLAN PARTNERS, LLC

Name: IRA PLAN PARTNERS, LLC — IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: IRA PLAN PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRA PLAN PARTNERS, LLC.

Plan sponsor

Name

IRA PLAN PARTNERS, LLC

DBA

IPLANGROUP

EIN

46-4246162

Address

28011 CLEMENS RD STE B · WESTLAKE, OH · 441451139

Phone

(440) 484-5566

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

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

Related plans

Similar-size Finance & Insurance plans

BLACKSAND CAPITAL, LLC

BLACKSAND CAPITAL 401(K) PLAN

$1.8M · 10 participants

BROADMOOR FINANCIAL CORPORATION

BROADMOOR RETIREMENT PLAN

$1.8M · 4 participants

TRUFUND FINANCIAL SERVICES, INC.

TRUFUND FINANCIAL SERVICES 403(B) PLAN

$1.8M · 49 participants

JPSTUDINGER GROUP, LLC

JPSTUDINGER GROUP 401(K) PLAN

$1.8M · 6 participants

SUNRISE STRATEGIC PARTNERS

$1.9M · 10 participants