Original filing (PDF)20250429094357NAL0000491648001

INVESTMENT PERFORMANCE SERVICES LLC

Name: INVESTMENT PERFORMANCE SERVICES LLC — INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: INVESTMENT PERFORMANCE SERVICES LLC

Form 5500-SF

FILING_RECEIVED

INVESTMENT PERFORMANCE SERVICES LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

INVESTMENT PERFORMANCE SERVICES LLC

EIN

58-2432390

Address

570 E.YORK STREET · SAVANNAH, GA · 31401

Phone

(912) 629-4127

Industry

Finance & Insurancesee all

Plan administrator