How big is ID Financial, LLC's plan?

ID Financial, LLC's plan reported $450K in assets and 9 participants for 2024.

Original filing (PDF)20251007121208NAL0002448739001

ID Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

IFS 401(k) Plan

401(k) retirement plan · ID Financial, LLC's IFS 401(k) Plan held $450K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

People on this filing

Russell Ingram signed ID Financial, LLC's 2024 Form 5500 as plan administrator.

Russell Ingram — 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

ID Financial, LLC's EIN is 88-4414476.

EIN 88-4414476

Plan number 001

Plan year 2024

ACK ID 20251007121208NAL0002448739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ID Financial, 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 ID FINANCIAL, LLC.

Finding similar companies…

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.

Plan sponsor

Name

ID FINANCIAL, LLC

EIN

all filings

Address

2903 E. OAKLAND AVE · JOHNSON CITY, TN · 37601

Phone

(423) 854-9684

Industry

Finance & Insurance

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

2025-10-07

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Accolade Wealth Management

Accolade Wealth Management 401(k) Plan

$450K · 2 participants

Ignyte Financial, LLC

Ignyte Financial, LLC 401(k) Profit Sharing Plan

$450K · 2 participants

Andre Aflalo

Andre Aflalo, LLC Pension Plan

$450K · 2 participants

McMullin Stone & Associates, Inc.

McMullin Stone & Associates, Inc. 401(k) Plan

$450K · 4 participants

Credo 180 Inc.

Credo 180 Inc. 401(k) Plan

$450K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.