Original filing (PDF)20251002182847NAL0001825586001

IOLA FINANCIAL GROUP, LLC

Name: IOLA FINANCIAL GROUP, LLC — IOLA FINANCIAL GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: IOLA FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

IOLA FINANCIAL GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IOLA FINANCIAL GROUP, LLC.

Plan sponsor

Name

IOLA FINANCIAL GROUP, LLC

EIN

46-4333477all filings

Address

1124 US HIGHWAY 202 SUITE A-3 · RARITAN, NJ · 08869

Phone

(908) 800-2640

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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