How big is Integrated Capital Management, LLC's plan?

Integrated Capital Management, LLC's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250623181512NAL0016029762001

Integrated Capital Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Integrated Capital Management 401(k) Plan

401(k) retirement plan · Integrated Capital Management, LLC's Integrated Capital Management 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Integrated Capital Management, LLC's EIN is 20-1156978.

EIN 20-1156978

Plan number 001

Plan year 2024

ACK ID 20250623181512NAL0016029762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score