How big is ION Software Group LLC's plan?

ION Software Group LLC's plan reported $48K in assets and 11 participants for 2025.

Original filing (PDF)20260401100125NAL0001097633001

ION Software Group LLC

Name: ION Software Group LLC — ION Software Group LLC, Form 5500 (2025)
Creator: ION Software Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ION Software Group LLC 401(k) Plan

401(k) retirement plan · ION Software Group LLC's ION Software Group LLC 401(k) Plan held $48K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Tricia Holder signed ION Software Group LLC's 2025 Form 5500 as plan administrator.

Tricia Holder — 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

ION Software Group LLC's EIN is 47-1733936.

EIN 47-1733936

Plan number 001

Plan year 2025

ACK ID 20260401100125NAL0001097633001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ION Software Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ION Software Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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