Original filing (PDF)20250804194219NAL0001662224001

IVC TITAN JV, LLC

Name: IVC TITAN JV, LLC — IVC TITAN JV, LLC 401(K) PLAN, Form 5500 (2024)
Creator: IVC TITAN JV, LLC

Form 5500-SF

FILING_RECEIVED

IVC TITAN JV, LLC 401(K) PLAN

401(k) retirement plan

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 IVC TITAN JV, LLC.

Plan sponsor

Name

IVC TITAN JV, LLC

EIN

84-3799387

Address

2 W WASHINGTON ST · SUITE 401 · GREENVILLE, SC · 29601

Phone

(864) 242-0000

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

2025-08-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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FLORIDA CAPITAL REAL ESTATE GROU

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$1.8M · 21 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 42% as many balances as active participants — suggests many active employees aren't deferring.

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.