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Original filing (PDF)20241015164645NAL0029161025001
IBI GROUP
Form 5500
FILING_RECEIVED
IBI GROUP 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBI GROUP.
Plan sponsor
Name
IBI GROUP
EIN
95-3268721
Address
18401 VON KARMAN AVE. SUITE 110 · IRVINE, CA · 92612
Phone
(949) 833-5588
Industry
Professional & Technical Servicessee 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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JLK ROSENBERGER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $181K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | INVESTMENT ADVISOR | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JLK ROSENBERGER LLP | — | IRVINE, CA | AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
10 pooled funds· $46.1M
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN CENTURY IN RETIREMENT III AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $8.8M | 19.2% |
| AMERICAN CENTURY RETIRE DATE 2025 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $6.8M | 14.8% |
| AMERICAN CENTURY RETIRE DATE 2035 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $6.5M | 14.1% |
| AMERICAN CENTURY RETIRE DATE 2030 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $6.2M | 13.5% |
| AMERICAN CENTURY RETIRE DATE 2040 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $5.7M | 12.3% |
| AMERICAN CENTURY RETIRE DATE 2045 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $4.3M | 9.4% |
| AMERICAN CENTURY RETIRE DATE 2055 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $2.8M | 6.0% |
| AMERICAN CENTURY RETIRE DATE 2050 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $2.7M | 5.9% |
| AMERICAN CENTURY RETIRE DATE 2060 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $2.2M | 4.8% |
| AMERICAN CENTURY RETIREMENT 2065 II GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 000 | Common Collective Trust | $55K | 0.1% |