# Investment Research &amp; Advisory Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/investment-research-advisory-group-inc-401k-plan

> Investment Research &amp; Advisory Group, INC.&#39;s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investment Research & Advisory Group, INC.

- **Sponsor EIN:** 581989031

- **Sponsor Address:** 1230 PEACHTREE STREET, SUITE 3800, ATLANTA, GA, 30309

- **Plan Type:** 401(k)

- **Total Participants:** 18

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|18|$5.9M|$74,183|$204,021|

| 2023|16|$5.5M|$72,348|$184,822|

| 2022|15|$4.9M|$65,161|$169,079|

## Similar Plans

- [Stephen F Lawandales](https://planprovider.pro/companies/stephen-f-lawandales-plan-001) — 2 participants

- [Preferred Capital Securities, LLC](https://planprovider.pro/companies/preferred-capital-securities-llc-401k-plan) — 41 participants

- [Mfg Employment Services LLC](https://planprovider.pro/companies/mfg-employment-services-llc-401k-plan) — 283 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/investment-research-advisory-group-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
