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Original filing (PDF)20260311085430NAL0005173651001
IVIM HEALTH
Form 5500
FILING_RECEIVED
IVIM 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.8 moNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
110
Plan assets (EOY)
$631K
Net assets (EOY)
$631K
How this plan invests
This plan
15 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVIM HEALTH.
Plan sponsor
Name
IVIM HEALTH
EIN
88-1771542
Address
4200 REGENT ST. · COLUMBUS, OH · 43219
Phone
(614) 282-8447
Industry
Health Care & Social Assistancesee 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
2026-03-11
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities · 15 pooled funds· $522K(83% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$359K
15 holdings
Uncategorized
$163K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab U.S. Large-Cap Equity Index Fund N/A | — | — | — | $124K | 19.7% | |
| FRANKLIN TOTAL ADVANTAGE 2055 WILMINGTON TRUST COMPANY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $97K | 15.3% | |
| FRANKLIN TOTAL ADVANTAGE 2050 WILMINGTON TRUST COMPANY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $56K | 8.8% | |
| POLEN FOCUS GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $41K | 6.5% | |
| FRANKLIN TOTAL ADVANTAGE 2045 WILMINGTON TRUST COMPANY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $40K | 6.3% | |
| DIAMOND HILL SELECT PORTFOLIO WILMINGTON TRUST, N.A. · EIN 38-7275310 / PN 774 | Common Collective Trust | — | — | $28K | 4.5% | |
| FRANKLIN TOTAL ADVANTAGE 2060 WILMINGTON TRUST COMPANY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $20K | 3.1% | |
| CLEARBRIDGE LARGE CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $18K | 2.8% | |
| FRANKLIN TOTAL ADVANTAGE 2030 WILMINGTON TRUST COMPANY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $15K | 2.4% | |
| Vanguard Small-Cap Growth Equity Index Fund N/A | — | — | — | $13K | 2.0% | |
| Charles Schwab Large-Cap Growth Equity Index Fund N/A | — | — | — | $12K | 1.9% | |
| FRANKLIN TOTAL ADVANTAGE 2035 WILMINGTON TRUST COMPANY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $12K | 1.9% | |
| FRANKLIN TOTAL ADVANTAGE 2040 WILMINGTON TRUST COMPANY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $11K | 1.7% | |
| ClearBridge U.S. Equity Dividend N/A | — | — | — | $10K | 1.5% | |
| CLEARBRIDGE DIV STRAT CIT WILMINGTON TRUST, N.A. · EIN 38-7275317 / PN 001 | Common Collective Trust | — | — | $10K | 1.5% | |
| CONGRESS MID CAP GROWTH CIT SEI TRUST COMPANY · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $7K | 1.1% | |
| FRANKLIN TOTAL ADVANTAGE 2025 WILMINGTON TRUST COMPANY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $3K | 0.5% | |
| Charles Schwab Small-Cap Equity Index Fund N/A | — | — | — | $2K | 0.3% | |
| POLEN INTERNATIONAL GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $2K | 0.3% | |
| Management * Charles Schwab Mid-Cap Equity Index Fund N/A | — | — | — | $1K | 0.2% | |
| Charles Schwab International Equity Index Fund N/A | — | — | — | $1K | 0.2% | |
| INTERNATIONAL FUNDAMENTAL VALUE FD WILMINGTON TRUST COMPANY · EIN 26-3783687 / PN 920 | Common Collective Trust | — | — | $49 | <0.1% |
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