How big is I&Co Group LLC's plan?

I&Co Group LLC's plan reported $1.9M in assets and 7 participants for 2024.

Original filing (PDF)20251008115514NAL0009352000001

I&Co Group LLC

Name: I&Co Group LLC — I&Co Group LLC 401(k) Plan, Form 5500 (2024)
Creator: I&Co Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

I&Co Group LLC 401(k) Plan

401(k) retirement plan · I&Co Group LLC's I&Co Group LLC 401(k) Plan held $1.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

LISA Hagen signed I&Co Group LLC's 2024 Form 5500 as plan administrator.

LISA Hagen — 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

I&Co Group LLC's EIN is 47-5106680.

EIN 47-5106680

Plan number 001

Plan year 2024

ACK ID 20251008115514NAL0009352000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for I&Co Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

I&Co Group 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 I&CO GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

I&CO GROUP LLC

EIN

all filings

Address

800 THIRD AVENUE · FRNT A, 1574 · NEW YORK, NY · 10022

Phone

(917) 793-9045

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator