How big is IBAR Special Needs Trust Advis' plan?

IBAR Special Needs Trust Advis' plan reported $852K in assets and 13 participants for 2025.

Original filing (PDF)20260513135155NAL0009607472001

IBAR Special Needs Trust Advis

Name: IBAR Special Needs Trust Advis — IBAR Special Needs, Form 5500 (2025)
Creator: IBAR Special Needs Trust Advis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IBAR Special Needs Trust Advis 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · IBAR Special Needs Trust Advis' IBAR Special Needs Trust Advis 401(k) Profit Sharing Plan & Trust held $852K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

People on this filing

Tyler Schultz signed IBAR Special Needs Trust Advis' 2025 Form 5500 as plan administrator.

Tyler Schultz — 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

IBAR Special Needs Trust Advis' EIN is 95-3943585.

EIN 95-3943585

Plan number 001

Plan year 2025

ACK ID 20260513135155NAL0009607472001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IBAR Special Needs Trust Advis from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IBAR Special Needs Trust Advis' 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 IBAR SPECIAL NEEDS TRUST ADVIS.

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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

Knocking points off