How big is US IOM, LLC's plan?

US IOM, LLC's plan reported $290K in assets and 35 participants for 2024.

Original filing (PDF)20251013193713NAL0001889073001

US IOM, LLC

Name: US IOM, LLC — US IOM 401(k) Plan, Form 5500 (2024)
Creator: US IOM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

US IOM 401(k) Plan

401(k) retirement plan · US IOM, LLC's US IOM 401(k) Plan held $290K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

People on this filing

Gary Joe signed US IOM, LLC's 2024 Form 5500 as plan administrator.

Gary Joe — 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

US IOM, LLC's EIN is 81-1486987.

EIN 81-1486987

Plan number 001

Plan year 2024

ACK ID 20251013193713NAL0001889073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for US IOM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

US IOM, LLC

EIN

all filings

Address

3100 MONTICELLO AVE., STE. 210 · DALLAS, TX · 75205

Phone

(817) 529-8500

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Jeannette G. Warner, M.D., P.A.

Jeannette G. Warner, M.D., P.A. 401(k)Plan

$290K · 7 participants

Dleigh Pharmacy Services, LLC

Dleigh Pharmacy Services, LLC 401(k) Plan

$290K · 3 participants

Dr MARC Milstein Inc.

Dr MARC Milstein Inc. 401(k) Profit Sharing Plan & Trust

$290K · 2 participants

Renew Mental Health and Wellness

Renew Mental Health and Wellness 401(k) Plan

$289K · 41 participants

Kelly a Simms ND, LLC

Kelly a Simms ND, LLC 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.