Original filing (PDF)20240726120808NAL0032887218001

IOS ACQUISITION LLC

Name: IOS ACQUISITION LLC — IOS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: IOS ACQUISITION LLC

Form 5500-SF

FILING_RECEIVED

IOS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

303

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IOS ACQUISITION LLC.

Plan sponsor

Name

IOS ACQUISITION LLC

EIN

47-3378693

Address

501 MADISON AVE FL 5 · NEW YORK, NY · 100225602

Phone

(212) 201-8063

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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