Anne Rivers signed ION Financial, MHC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ION Financial, MHC's EIN is 57-1223365.
Download the official 2024 Form 5500 (PDF) for ION Financial, MHC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ION Financial, MHC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $58K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR |
| 36-3297908 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | 81-0635433 | — | SERVICE PROVIDER | $0 | — |
