How big is Investment Placement Group's plan?

Investment Placement Group's plan reported $9.7M in assets and 51 participants for 2024.

Original filing (PDF)20251014172553NAL0001729363001

Investment Placement Group

Name: Investment Placement Group — Investment Placement, Form 5500 (2024)
Creator: Investment Placement Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investment Placement Group 401(k) Profit Sharing Plan

401(k) retirement plan · Investment Placement Group's Investment Placement Group 401(k) Profit Sharing Plan held $9.7M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan identifiers

Investment Placement Group's EIN is 95-3858016.

EIN 95-3858016

Plan number 001

Plan year 2024

ACK ID 20251014172553NAL0001729363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Investment Placement Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Investment Placement Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVESTMENT PLACEMENT GROUP.

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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