How big is IVY Hall LLC's plan?

IVY Hall LLC's plan reported $102K in assets and 168 participants for 2024.

Original filing (PDF)20250718094604NAL0002294976001

IVY Hall LLC

Name: IVY Hall LLC — IVY Hall LLC 401(k) Plan, Form 5500 (2024)
Creator: IVY Hall LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVY Hall LLC 401(k) Plan

401(k) retirement plan · IVY Hall LLC's IVY Hall LLC 401(k) Plan held $102K in plan assets for 168 participants in 2024.

Signals · 1

No auditor on file

Active participants

168

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Marcus Bowie signed IVY Hall LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

IVY Hall LLC's EIN is 88-3538571.

EIN 88-3538571

Plan number 001

Plan year 2024

ACK ID 20250718094604NAL0002294976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IVY Hall LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score