Original filing (PDF)20251027101755NAL0005595073001

BELOW PAR, LLC DBA IQONIC WEALTH MANAGEMENT

Name: BELOW PAR, LLC DBA IQONIC WEALTH MANAGEMENT — IQONIC WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: BELOW PAR, LLC DBA IQONIC WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

IQONIC WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELOW PAR, LLC DBA IQONIC WEALTH MANAGEMENT.

Plan sponsor

Name

BELOW PAR, LLC DBA IQONIC WEALTH MANAGEMENT

EIN

88-0958054

Address

10800 FINANCIAL CENTRE PARKWAY · SUITE 550 · LITTLE ROCK, AR · 72211

Phone

(501) 228-9300

Industry

Finance & Insurancesee all

Plan administrator