How big is Investor Exchange Services, Inc.'s plan?

Investor Exchange Services, Inc.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20251014110653NAL0001280819001

Investor Exchange Services, Inc.

Name: Investor Exchange Services, Inc. — Cook Varriano PC, Form 5500 (2024)
Creator: Investor Exchange Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cook Varriano PC Flexible 401(k) Plan

401(k) retirement plan · Investor Exchange Services, Inc.'s Cook Varriano PC Flexible 401(k) Plan held $1.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Michael C Cook signed Investor Exchange Services, Inc.'s 2024 Form 5500 as plan administrator.

Michael C Cook — 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

Investor Exchange Services, Inc.'s EIN is 84-1465929.

EIN 84-1465929

Plan number 001

Plan year 2024

ACK ID 20251014110653NAL0001280819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Investor Exchange Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVESTOR EXCHANGE SERVICES, 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