Original filing (PDF)20250624092352NAL0003983427001

IRON BOATHOUSE, LLC

Name: IRON BOATHOUSE, LLC — IRON BOATHOUSE, LLC DIRECT ADVISORS TRUST, Form 5500 (2024)
Creator: IRON BOATHOUSE, LLC

Form 5500-SF

FILING_RECEIVED

IRON BOATHOUSE, LLC DIRECT ADVISORS TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IRON BOATHOUSE, LLC.

Plan sponsor

Name

IRON BOATHOUSE, LLC

EIN

86-2226692

Address

1819 STATE RT. 13 · CORTLAND, NY · 13045

Phone

(607) 756-2819

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Welfare benefit codes

4A · Health (other than dental or vision)

4C · Supplemental unemployment

4J · Apprenticeship and training

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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