How big is IZBA Consulting, LLC's plan?

IZBA Consulting, LLC's plan reported $299K in assets and 10 participants for 2024.

Original filing (PDF)20251010111843NAL0007591201001

IZBA Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

IZBA Consulting, LLC 401(k) Plan

401(k) retirement plan · IZBA Consulting, LLC's IZBA Consulting, LLC 401(k) Plan held $299K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

People on this filing

Richard Tatum signed IZBA Consulting, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

IZBA Consulting, LLC's EIN is 81-4692458.

EIN 81-4692458

Plan number 001

Plan year 2024

ACK ID 20251010111843NAL0007591201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IZBA Consulting, 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 IZBA CONSULTING, 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

Helping the score