Original filing (PDF)20251014110653NAL0001280819001

INVESTOR EXCHANGE SERVICES, INC.

Name: INVESTOR EXCHANGE SERVICES, INC. — COOK VARRIANO PC FLEXIBLE 401(K) PLAN, Form 5500 (2024)
Creator: INVESTOR EXCHANGE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

COOK VARRIANO PC FLEXIBLE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESTOR EXCHANGE SERVICES, INC..

Plan sponsor

Name

INVESTOR EXCHANGE SERVICES, INC.

EIN

84-1465929

Address

511 NORTH TEJON STREET, SUITE 200 · COLORADO SPRINGS, CO · 80903

Phone

(719) 632-1212

Industry

Real Estatesee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SHOREWOOD REAL ESTATE GROUP, LLC

SHOREWOOD REAL ESTATE GROUP, LLC 401(K) PROFIT SHARING PLAN

$1.8M · 22 participants

HUAFA INDUSTRIAL US CO LTD

HUAFA INDUSTRIAL US CO LTD 401(K) PLAN

$1.8M · 6 participants

OREGON REALTORS

OREGON REALTORS 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 14 participants

SWAP INC

SWAP INC TAX DEFERRED ANNUITY PLAN

$1.8M · 17 participants

VW HOLDINGS, INC.

VW HOLDINGS, INC. 401(K) PROFIT SHARING PLAN