How big is IOR Partners' plan?

IOR Partners' plan reported $1.9M in assets and 52 participants for 2024.

Original filing (PDF)20250626135907NAL0005186259001

IOR Partners

Name: IOR Partners — IOR Partners 401(k) Profit Sharing, Form 5500 (2024)
Creator: IOR Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IOR Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · IOR Partners' IOR Partners 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Edward Rojas signed IOR Partners' 2024 Form 5500 as plan administrator.

Edward Rojas — 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

IOR Partners' EIN is 82-3214952.

EIN 82-3214952

Plan number 001

Plan year 2024

ACK ID 20250626135907NAL0005186259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IOR Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IOR Partners' 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 IOR PARTNERS.

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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