Original filing (PDF)20251014192455NAL0004858512001

Ivory & Birch, LLC

Name: Ivory & Birch, LLC — Ivory & Birch, LLC 401(k) Plan, Form 5500 (2024)
Creator: Ivory & Birch, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ivory & Birch, LLC 401(k) Plan

401(k) retirement plan · Ivory & Birch, LLC's Ivory & Birch, LLC 401(k) Plan held $36K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

IVORY & BIRCH, LLC

EIN

46-5532289all filings

Address

100 DEBARTOLO PLACE · SUITE 300 · BOARDMAN, OH · 44512

Phone

(330) 729-7410

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