How big is Investment & Retirement Services Group's plan?

Investment & Retirement Services Group's plan reported $2.6M in assets and 4 participants for 2024.

Original filing (PDF)20250603083519NAL0007102563001

Investment & Retirement Services Group

Name: Investment & Retirement Services Group — Form 5500 Plan 001 (2024)
Creator: Investment & Retirement Services Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investment & Retirement Services Group 401(k) Plan

401(k) retirement plan · Investment & Retirement Services Group's Investment & Retirement Services Group 401(k) Plan held $2.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Jonathan Bednar, II signed Investment & Retirement Services Group's 2024 Form 5500 as plan administrator.

Jonathan Bednar, II — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Investment & Retirement Services Group's EIN is 62-1854843.

EIN 62-1854843

Plan number 001

Plan year 2024

ACK ID 20250603083519NAL0007102563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Investment & Retirement Services Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Investment & Retirement Services Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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