Original filing (PDF)20250723145722NAL0002105923003

IKON GROUP INVESTMENTS LLC

Name: IKON GROUP INVESTMENTS LLC — IKON GROUP INVESTMENTS RETIREMENT PLAN, Form 5500 (2024)
Creator: IKON GROUP INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

IKON GROUP INVESTMENTS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IKON GROUP INVESTMENTS LLC.

Plan sponsor

Name

IKON GROUP INVESTMENTS LLC

EIN

87-3620204

Address

5847 SAN FELIPE ST · STE 620 · HOUSTON, TX · 77057

Phone

(281) 888-1968

Industry

Management of Companies / Holdingssee 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

2025-07-23

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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