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Original filing (PDF)20251015163956NAL0006951872001
IVAAL SOLUTIONS LLC
Form 5500
FILING_RECEIVED
IVA'AL SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
210
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVAAL SOLUTIONS LLC.
Plan sponsor
Name
IVAAL SOLUTIONS LLC
EIN
47-4596398
Address
14307 JARRETTSVILLE PIKE, SUITE A · PHOENIX, MD · 21131
Phone
(843) 314-3222
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | — | UTICA, NY | NONE | $8K | — |
Investments
17 direct securities · 1 pooled fund· $2.6M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.6M
17 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET'MT 2045 I | — | — | — | $493K | 17.0% | |
| T. ROWE PRICE RET'MT 2040 I | — | — | — | $373K | 12.8% | |
| T. ROWE PRICE RET'MT 2030 I | — | — | — | $319K | 11.0% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $302K | 10.4% | |
| T. ROWE PRICE RET'MT 2035 I | — | — | — | $240K | 8.3% | |
| T. ROWE PRICE RET'MT 2055 I | — | — | — | $214K | 7.3% | |
| T. ROWE PRICE RET'MT 2050 I | — | — | — | $186K | 6.4% | |
| T. ROWE PRICE RET'MT 2020 I | — | — | — | $153K | 5.2% | |
| T. ROWE PRICE RET'MT 2025 I | — | — | — | $66K | 2.3% | |
| VANGUARD SMALL-CAP INDEX ADM | — | — | — | $64K | 2.2% | |
| VANGUARD FTSE ALL WRLD EX US INDEX | — | — | — | $62K | 2.1% | |
| AMERICAN FUNDS EUROPACFIC R6 ** 281 FRANKLIN GROWTH R6 | — | — | — | $55K | 1.9% | |
| Notes receivable from participants 5.75%-9.50% | — | — | — | $31K | 1.1% | |
| T. ROWE PRICE RET'MT 2005 I ** 47 T. ROWE PRICE RET'MT 2010 I ** 47 T. ROWE PRICE RET'MT 2015 I | — | — | — | $30K | 1.0% | |
| T. ROWE PRICE INTEG US SC GRW EQTY I | — | — | — | $19K | 0.7% | |
| PIONEER EQUITY INCOME K | — | — | — | $14K | 0.5% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5K | 0.2% | |
| GUGGENHEIM TTL RETURN BOND R6 ** 219 JPMORGAN UNDISC MGR BEH VAL R6 | — | — | — | $3K | 0.1% |
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