Original filing (PDF)20241015183822NAL0030648513001

IQ CAPITAL ADVISORS, INC.

Name: IQ CAPITAL ADVISORS, INC. — IQ CAPITAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: IQ CAPITAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

IQ CAPITAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IQ CAPITAL ADVISORS, INC..

Plan sponsor

Name

IQ CAPITAL ADVISORS, INC.

EIN

93-4754638

Address

260 NEWPORT CENTER DRIVE, SUITE 100 · NEWPORT BEACH, CA · 92660

Phone

(949) 463-4509

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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