How big is The IVY Group, Ltd.'s plan?

The IVY Group, Ltd.'s plan reported $467K in assets and 10 participants for 2024.

Original filing (PDF)20250311151417NAL0010806835001

The IVY Group, Ltd.

Name: The IVY Group, Ltd. — The IVY Group, Ltd. Incentive, Form 5500 (2024)
Creator: The IVY Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The IVY Group, Ltd. Incentive Savings Plan

401(k) retirement plan · The IVY Group, Ltd.'s The IVY Group, Ltd. Incentive Savings Plan held $467K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

Plan identifiers

The IVY Group, Ltd.'s EIN is 54-1718491.

EIN 54-1718491

Plan number 001

Plan year 2024

ACK ID 20250311151417NAL0010806835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The IVY Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The IVY Group, Ltd.'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 THE IVY GROUP, LTD..

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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