Island Peak Group Llc 401(k) Plan: Login, Facts & Contact Information

Island Peak Group Llc 401(k) Plan Facts

Plan name
TEXAS TAX PROTEST 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ISLAND PEAK GROUP LLC
Participants
27 (21 active employees)
Plan assets
$1,001,926 at Dec 31, 2024
Average account balance
$58,937 across 17 accounts
Employer contributions
$64,456 in plan year 2024 (39% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 26, 2017
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $163,953 went into the plan in contributions, $64,456 of it from the employer (39%).
  • $23,633 was paid out to participants.
  • Investment and other income added $105,347.

How the Island Peak Group Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201917$160,888$36,127$5,229
202027$328,187$51,948$10,113
202118$529,174$14,174$2,052
202241$521,060$61,606$95,322
202326$756,989$57,368$0
202427$1.00 million$64,456$23,633

Island Peak Group Llc 401(k) Contact Information

Phone
214-960-5591
Mailing address
2911 TURTLE CREEK BLVD SUITE 300, DALLAS TX 75219
Plan sponsor
ISLAND PEAK GROUP LLC
Employer identification number (EIN)
27-3469712
Plan number
001

Questions about the Island Peak Group Llc 401(k)

Does Island Peak Group Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $64,456, 39% of all contributions.

Does the Island Peak Group Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Island Peak Group Llc 401(k) plan?

27 participants at the start of plan year 2024, 21 of them active employees.

What is the average 401(k) balance at Island Peak Group Llc?

About $58,937 per account: $1.00 million in plan assets across 17 accounts with a balance at the end of plan year 2024.

Who manages the Island Peak Group Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Island Peak Group Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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