Integrated Planning and Wealth Management, LLC (EIN 45-3805497) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $825K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Integrated Planning and Wealth Management, LLC 401(k) Plan | 001 | 6 | $825K |
45-3805497 is the Employer Identification Number (EIN) Integrated Planning and Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Indiana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
