How big is Ivanoff Wealth Management Inc.'s plan?

Ivanoff Wealth Management Inc.'s plan reported $9K in assets and 5 participants for 2024.

Original filing (PDF)20250904213945NAL0027981344001

Ivanoff Wealth Management Inc.

Name: Ivanoff Wealth Management Inc. — Ivanoff Wealth, Form 5500 (2024)
Creator: Ivanoff Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ivanoff Wealth Management 401(k) Plan

401(k) retirement plan · Ivanoff Wealth Management Inc.'s Ivanoff Wealth Management 401(k) Plan held $9K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Heather Stewart signed Ivanoff Wealth Management Inc.'s 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Ivanoff Wealth Management Inc.'s EIN is 82-2917774.

EIN 82-2917774

Plan number 001

Plan year 2024

ACK ID 20250904213945NAL0027981344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ivanoff Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ivanoff Wealth Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IVANOFF WEALTH MANAGEMENT INC..

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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

Helping the score