Investment Planning Assoc
Elkhart, IN
Investment Planning Assoc of Elkhart, IN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $27,278 in reported broker commissions (plan year 2025).
Quick answer
Investment Planning Assoc (Elkhart, IN) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Investment Planning Assoc have?
- Investment Planning Assoc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Investment Planning Assoc's largest employer clients?
- By plan participants, the largest include Amax Mobility LLC (225 participants) and Lochmandy Motor Sales Inc. (120 participants).
- How much does Investment Planning Assoc earn in commissions?
- Insurers reported $27,278 in broker commissions and $3,356 in fees paid to Investment Planning Assoc for plan year 2025, per Schedule A Part 1.
- Where is Investment Planning Assoc located?
- Investment Planning Assoc is based in Elkhart, IN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Investment Planning Assoc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Amax Mobility LLC | IN | 225 | 2025-12-31 |
| Lochmandy Motor Sales Inc. | IN | 120 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.