How big is Ironwood Wealth Management, LLC's plan?

Ironwood Wealth Management, LLC's plan reported $2.4M in assets and 14 participants for 2025.

Original filing (PDF)20260428142725NAL0021752514001

Ironwood Wealth Management, LLC

Name: Ironwood Wealth Management, LLC — Ironwood Wealth, Form 5500 (2025)
Creator: Ironwood Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ironwood Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ironwood Wealth Management, LLC's Ironwood Wealth Management, LLC 401(k) Profit Sharing Plan held $2.4M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Ironwood Wealth Management, LLC's EIN is 20-4608596.

EIN 20-4608596

Plan number 001

Plan year 2025

ACK ID 20260428142725NAL0021752514001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ironwood Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ironwood Wealth Management, 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 IRONWOOD WEALTH 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