How big is IONA Senior Services, Inc.'s plan?

IONA Senior Services, Inc.'s plan reported $2.5M in assets and 91 participants for 2024.

Original filing (PDF)20251015104509NAL0009150274001

IONA Senior Services, Inc.

Name: IONA Senior Services, Inc. — IONA Senior Services, Form 5500 (2024)
Creator: IONA Senior Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IONA Senior Services, Inc. 403(b) Plan

403(b) retirement plan · IONA Senior Services, Inc.'s IONA Senior Services, Inc. 403(b) Plan held $2.5M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

NINA Austin signed IONA Senior Services, Inc.'s 2024 Form 5500 as plan administrator.

NINA Austin — 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

IONA Senior Services, Inc.'s EIN is 52-1039553.

EIN 52-1039553

Plan number 001

Plan year 2024

ACK ID 20251015104509NAL0009150274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IONA Senior Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IONA Senior Services, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IONA SENIOR SERVICES, INC..

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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