How big is Integrated Financial Services Inc.'s plan?

Integrated Financial Services Inc.'s plan reported $1.6M in assets and 7 participants for 2024.

Original filing (PDF)20250609175245NAL0012493795002

Integrated Financial Services Inc.

Name: Integrated Financial Services Inc. — Integrated, Form 5500 (2024)
Creator: Integrated Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrated Financial Services Inc. 401(k) Plan

401(k) retirement plan · Integrated Financial Services Inc.'s Integrated Financial Services Inc. 401(k) Plan held $1.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Integrated Financial Services Inc.'s EIN is 20-1835477.

EIN 20-1835477

Plan number 001

Plan year 2024

ACK ID 20250609175245NAL0012493795002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integrated Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Financial Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

INTEGRATED FINANCIAL SERVICES INC.

EIN

all filings

Address

111 TOWN SQUARE PLACE, SUITE 500 · JERSEY CITY, NJ · 07310

Phone

(212) 574-5982

Industry

CPA Offices· Professional & Technical Services

Plan administrator