What public Form 5500 filings show about the Integrated Capital Strategies, LLC 401(k) plan — and how to find and check your own account.
Integrated Capital Strategies, LLC (EIN 82-3753958) reports ACRE EQUITY MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $340K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Integrated Capital Strategies, LLC filing — schedules, fees, and providers.
Integrated Capital Strategies, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Integrated Capital Strategies, LLCHR for the recordkeeper’s name and login.
