How big is IKON Group Investments LLC's plan?

IKON Group Investments LLC's plan reported $8K in assets and 11 participants for 2024.

Original filing (PDF)20250723145722NAL0002105923003

IKON Group Investments LLC

Name: IKON Group Investments LLC — IKON Group Investments, Form 5500 (2024)
Creator: IKON Group Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IKON Group Investments Retirement Plan

401(k) retirement plan · IKON Group Investments LLC's IKON Group Investments Retirement Plan held $8K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Gavin Swinney signed IKON Group Investments LLC's 2024 Form 5500 as plan administrator.

Gavin Swinney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IKON Group Investments LLC's EIN is 87-3620204.

EIN 87-3620204

Plan number 001

Plan year 2024

ACK ID 20250723145722NAL0002105923003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IKON Group Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IKON Group Investments LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off