Ira Services Trust Company 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023. Assets moved to the FORGE GLOBAL 401(K) PLAN (sponsored by FORGE GLOBAL, INC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Ira Services Trust Company 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
Ira Services Trust Company 401(k) Plan Facts (plan year 2023)
Source: Form 5500-SF for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Aug 16, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $1,348 went into the plan in contributions, $579 of it from the employer (43%).
- $19 was paid out to participants.
- Investment and other income added $1,189.
How the Ira Services Trust Company 401(k) changed, 2019–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 0 | $15,375 | $1,494 | $0 |
| 2020 | 14 | $24,800 | $3,920 | $12,184 |
| 2021 | 15 | $48,534 | $10,711 | $3,162 |
| 2022 | 21 | $67,702 | $16,128 | $6,119 |
| 2023 (final) | 23 | $0 | $579 | $19 |
Ira Services Trust Company 401(k) Contact Information
Questions about the Ira Services Trust Company 401(k)
Is the Ira Services Trust Company 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the FORGE GLOBAL 401(K) PLAN.
Does Ira Services Trust Company contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $579, 43% of all contributions.
Does the Ira Services Trust Company 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Ira Services Trust Company 401(k) plan?
23 participants at the start of plan year 2023.
Who manages the Ira Services Trust Company 401(k) accounts?
Guideline is the plan's recordkeeper, which is where participants log in to see their balance.