How big is IVC Wealth Advisors, LLC's plan?

IVC Wealth Advisors, LLC's plan reported $2.4M in assets and 8 participants for 2025.

Original filing (PDF)20260227143045NAL0001127154001

IVC Wealth Advisors, LLC

Name: IVC Wealth Advisors, LLC — IVC Wealth Advisors, Form 5500 (2025)
Creator: IVC Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVC Wealth Advisors 401(k) & Profit Sharing Plan

401(k) retirement plan · IVC Wealth Advisors, LLC's IVC Wealth Advisors 401(k) & Profit Sharing Plan held $2.4M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

David Gotwals signed IVC Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

David Gotwals — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IVC Wealth Advisors, LLC's EIN is 47-1654678.

EIN 47-1654678

Plan number 001

Plan year 2025

ACK ID 20260227143045NAL0001127154001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IVC Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IVC Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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