· 2022–2024 · DOL EFAST2

INFORMATION ADVISORY GROUP LLC — INFORMATION ADVISORY GROUP LLC 401(K) P/S PLAN, Form 5500 (2024)

Original filing (PDF)20251015082634NAL0005526080001

INFORMATION ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

INFORMATION ADVISORY GROUP LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

9

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

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

51

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 INFORMATION ADVISORY GROUP LLC.

Plan sponsor

Name

INFORMATION ADVISORY GROUP LLC

EIN

71-0903655all filings

Address

6767 PORTWEST DR · SUITE 190 · HOUSTON, TX · 77024

Phone

(713) 624-4242

Industry

Information / Tech / Mediasee 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

2025-10-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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