How big is IVI Foundation, Inc.'s plan?

IVI Foundation, Inc.'s plan reported $509K in assets and 9 participants for 2024.

Original filing (PDF)20250428163122NAL0019134288001

IVI Foundation, Inc.

Name: IVI Foundation, Inc. — IVI Foundation, Inc. 403(b), Form 5500 (2024)
Creator: IVI Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVI Foundation, Inc. 403(b) Retirement Plan

403(b) retirement plan · IVI Foundation, Inc.'s IVI Foundation, Inc. 403(b) Retirement Plan held $509K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

People on this filing

LISA Malecha signed IVI Foundation, Inc.'s 2024 Form 5500 as plan administrator.

LISA Malecha — 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

IVI Foundation, Inc.'s EIN is 83-2257857.

EIN 83-2257857

Plan number 001

Plan year 2024

ACK ID 20250428163122NAL0019134288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IVI Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IVI Foundation, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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