Back to filter
Original filing (PDF)20250507084345NAL0007704531001
IUVO BIOSCIENCE OPERATIONS, LLC
Form 5500-SF
FILING_RECEIVED
IUVO BIOSCIENCE OPERATIONS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
130
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IUVO BIOSCIENCE OPERATIONS, LLC.
Plan sponsor
Name
IUVO BIOSCIENCE OPERATIONS, LLC
EIN
47-3409419
Address
100 S. CLINTON AVENUE · FLOOR 23 · ROCHESTER, NY · 14604
Phone
(585) 260-0724
Industry
Professional & Technical Servicessee 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
2025-05-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
KUMQUAT BIOSCIENCES, INC.
KUMQUAT BIOSCIENCES INC. 401(K) PLAN
$6.5M · 81 participants
SAVARA, INC
SAVARA, INC 401K PLAN
$6.5M · 41 participants
PACMAR TECHNOLOGIES LLC
PACMAR TECHNOLOGIES LLC 401(K) RETIREMENT SAVINGS PLAN (A-M)
$6.5M · 74 participants
ONO PHARMA USA, INC.
ONO PHARMA USA, INC. 401(K) SAVINGS PLAN
$6.5M · 78 participants
UT-BATTELLE, LLC
SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL
$6.5M · 90 participants
VIGIL NEUROSCIENCE INC
VIGIL NEUROSCIENCE INC 401(K) PLAN
$6.5M · 67 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B