How big is ILS Associates, Inc.'s plan?

ILS Associates, Inc.'s plan reported $364K in assets and 2 participants for 2024.

Original filing (PDF)20251013104635NAL0000498579001

ILS Associates, Inc.

Name: ILS Associates, Inc. — I. L. Schwartz 401(k) Plan, Form 5500 (2024)
Creator: ILS Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

I. L. Schwartz 401(k) Plan

401(k) retirement plan · ILS Associates, Inc.'s I. L. Schwartz 401(k) Plan held $364K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

Plan identifiers

ILS Associates, Inc.'s EIN is 68-0014340.

EIN 68-0014340

Plan number 001

Plan year 2024

ACK ID 20251013104635NAL0000498579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ILS Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ILS Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ILS ASSOCIATES, INC.

EIN

all filings

Address

70 MITCHELL BLVD. · SUITE 105 · SAN RAFAEL, CA · 94903

Phone

(415) 883-9200

Industry

Engineering Services· Professional & Technical Services

Plan administrator