How big is Information Advisory Group LLC's plan?

Information Advisory Group LLC's plan reported $271K in assets and 18 participants for 2024.

Original filing (PDF)20251015082634NAL0005526080001

Information Advisory Group LLC

Name: Information Advisory Group LLC — Information, Form 5500 (2024)
Creator: Information Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Information Advisory Group LLC 401(k) P/S Plan

401(k) retirement plan · Information Advisory Group LLC's Information Advisory Group LLC 401(k) P/S Plan held $271K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Lamar Curtis signed Information Advisory Group LLC's 2024 Form 5500 as plan administrator.

Lamar Curtis — 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

Information Advisory Group LLC's EIN is 71-0903655.

EIN 71-0903655

Plan number 001

Plan year 2024

ACK ID 20251015082634NAL0005526080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Information Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Information Advisory Group LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off