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Original filing (PDF)20251015133939NAL0002378803001
IOSTUDIO, LLC
Form 5500
FILING_RECEIVED
IOSTUDIO, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
66
Accounts w/ balance
109
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 72% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IOSTUDIO, LLC.
Plan sponsor
Name
IOSTUDIO, LLC
EIN
62-1865839
Address
1909 21ST AVENUE SOUTH · NASHVILLE, TN · 37212
Phone
(615) 256-6282
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL | 93-1253576 | — | RECORDKEEPING | $22K | — |
| ACUFF AND ASSOCIATES, INC. | 62-1477251 | — | RECORDKEEPING | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | INVESTMENT ADVISORY | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | — | CONTRACT ADMINISTRATOR | $953 | — |
Investments
14 direct securities · 1 pooled fund· $11.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.2M
14 holdings
Pooled Separate Account
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5.6M | 90.1% | |
| American Funds Amer Balanced R6 Pooled Separate Account | — | — | — | $1.3M | 20.1% | |
| JP Morgan Core Bond R6 Pooled Separate Account | — | — | — | $1.1M | 17.8% | |
| Fidelity 500 Index Pooled Separate Account | — | — | — | $1.1M | 17.0% | |
| Fidelity International Index Pooled Separate Account | — | — | — | $706K | 11.3% | |
| Standard Stable Asset D Stable Value Fund | — | — | — | $615K | 9.8% | |
| AB Large Cap Growth Z Pooled Separate Account | — | — | — | $437K | 7.0% | |
| JP Morgan US Value R6 Pooled Separate Account | — | — | — | $334K | 5.3% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | — | — | — | $238K | 3.8% | |
| JHancock Displ Val Midcap R6 Pooled Separate Account | — | — | — | $118K | 1.9% | |
| Janus Henderson Enterprise N Pooled Separate Account | — | — | — | $112K | 1.8% | |
| Pimco Income Instl Pooled Separate Account | — | — | — | $86K | 1.4% | |
| Voya Small Cap Growth Pooled Separate Account | — | — | — | $64K | 1.0% | |
| Cohen & Steers Instl Realty Pooled Separate Account | — | — | — | $61K | 1.0% | |
| Fidelity Mid Cap Index Pooled Separate Account | — | — | — | $40K | 0.6% |
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