How big is Investment Performance Services, LLC's plan?

Investment Performance Services, LLC's plan reported $4.3M in assets and 30 participants for 2024.

Original filing (PDF)20251212142928NAL0007530851001

Investment Performance Services, LLC

Name: Investment Performance Services, LLC — Investment, Form 5500 (2024)
Creator: Investment Performance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investment Performance Services, LLC 401(k) Plan

401(k) retirement plan · Investment Performance Services, LLC's Investment Performance Services, LLC 401(k) Plan held $4.3M in plan assets for 30 participants in 2024.

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Investment Performance Services, LLC's EIN is 58-2432390.

EIN 58-2432390

Plan number 001

Plan year 2024

ACK ID 20251212142928NAL0007530851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Investment Performance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Investment Performance Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off