· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
IRONHORSE FUNDING LLC — IRONHORSE FUNDING LLC 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530072859NAL0014657792001
IRONHORSE FUNDING LLC
Form 5500-SF
FILING_RECEIVED
IRONHORSE FUNDING LLC 401(K) P/S PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
43
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IRONHORSE FUNDING LLC
.
Find decision makers
Plan sponsor
Name
IRONHORSE FUNDING LLC
EIN
82-5174335
Address
100 CUMMINGS CTR STE 233G · BEVERLY, MA · 01915
Phone
(978) 993-7077
Industry
Finance & Insurance
see 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
2025-05-30
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
RICHARD A. GAGNE & ASSOCIATES
RICHARD A. GAGNE & ASSOCIATES RETIREMENT PLAN
$1.2M · 2 participants
E-Z WAY AUTO SALES, INC.
UNIFOUR FINANCIAL SERVICES LLC 401(K) PLAN
$1.2M · 70 participants
HEALTHCARE FINANCE DIRECT LLC
HEALTHCARE FINANCE DIRECT LLC 401(K) PLAN
$1.2M · 83 participants
RUDOLPH INCORPORATED
RUDOLPH INCORPORATED 401(K) PROFIT SHARING PLAN
$1.2M · 13 participants
FRANKLIN W. SIMMONS CONSULTANTS, INC.
FRANKLIN W. SIMMONS CONSULTANTS, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 5 participants
SUNSTONE CREDIT INC
SUNSTONE CREDIT 401(K) PLAN
$1.3M · 39 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
