How big is Integrated Management & Accounting, LLC's plan?

Integrated Management & Accounting, LLC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250728154947NAL0005269922001

Integrated Management & Accounting, LLC

Name: Integrated Management & Accounting, LLC — Form 5500 Plan 001 (2024)
Creator: Integrated Management & Accounting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrated Management & Accounting, LLC 401(k) Plan

401(k) retirement plan · Integrated Management & Accounting, LLC's Integrated Management & Accounting, LLC 401(k) Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kevin Lorge signed Integrated Management & Accounting, LLC's 2024 Form 5500 as plan administrator.

Kevin Lorge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Integrated Management & Accounting, LLC's EIN is 03-0528180.

EIN 03-0528180

Plan number 001

Plan year 2024

ACK ID 20250728154947NAL0005269922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integrated Management & Accounting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Management & Accounting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRATED MANAGEMENT & ACCOUNTING, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off