Original filing (PDF)20250626094644NAL0008847329001

IVY HEALTHCARE GROUP, LLC

Name: IVY HEALTHCARE GROUP, LLC — IVY HEALTHCARE LLC 401(K) PLAN, Form 5500 (2024)
Creator: IVY HEALTHCARE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

IVY HEALTHCARE LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

498

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVY HEALTHCARE GROUP, LLC.

Plan sponsor

Name

IVY HEALTHCARE GROUP, LLC

EIN

83-2201080

Address

9429 HARDING AVE · #141 · SURFSIDE, FL · 33154

Phone

(305) 494-6165

Industry

Health Care & Social Assistancesee 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

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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