Cyndy LEVY signed IVS Intermediate, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IVS Intermediate, LLC's EIN is 85-1105470.
Download the official 2024 Form 5500 (PDF) for IVS Intermediate, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IVS Intermediate, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $36K | — |
| CREATIVE PLANNING LLC | 84-4519624 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $52.8M | 95.4% |
| — |
| ADVISOR |
| $1K |
| — |
