Original filing (PDF)20250416134227NAL0008492624001

I R A INDEPENDENT REP AGENCY

Name: I R A INDEPENDENT REP AGENCY — I R A INDEPENDENT REP AGENCY 401K PLAN, Form 5500 (2024)
Creator: I R A INDEPENDENT REP AGENCY

Form 5500-SF

FILING_RECEIVED

I R A INDEPENDENT REP AGENCY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for I R A INDEPENDENT REP AGENCY.

Plan sponsor

Name

I R A INDEPENDENT REP AGENCY

EIN

59-1832068

Address

315 GREEN RIDGE RD SE · CARTERSVILLE, GA · 30120

Phone

(678) 520-7950

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RAYS AUTO & TRUCK SERVICE INC

RAYS AUTO & TRUCK SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST

$443K · 16 participants

DENT CONCEPTS, LLC

DENT CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN

$443K · 34 participants

MONTE'S PINSTRIPING, INC.

ATLANTIC PINSTRIPING RETIREMENT PLAN

$442K · 15 participants

RAY'S AUTOMOTIVE INC

RAY'S AUTOMOTIVE INC 401(K) PLAN

$442K · 14 participants

EXECUTIVE AUTOMOTIVE 401(K) PLAN