Original filing (PDF)20240827081625NAL0010348465001

I.O. GROUP, LLC

Name: I.O. GROUP, LLC — I.O. GROUP, LLC 401(K) PLAN, Form 5500 (2023)
Creator: I.O. GROUP, LLC

Form 5500-SF

FILING_RECEIVED

I.O. GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.O. GROUP, LLC.

Plan sponsor

Name

I.O. GROUP, LLC

EIN

86-3370007

Address

3325 SKYWAY DRIVE · AUBURN, AL · 36830

Phone

(334) 887-1856

Industry

Retail Tradesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-30

Filed

2024-08-27

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

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