How big is Integrated Financial Solutions' plan?

Integrated Financial Solutions' plan reported $5.1M in assets and 7 participants for 2024.

Original filing (PDF)20251008084408NAL0002865411001

Integrated Financial Solutions

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

Form 5500-SF

FILING_RECEIVED

Integrated Financial Solutions 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Integrated Financial Solutions' Integrated Financial Solutions 401(k) Profit Sharing Plan & Trust held $5.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Mitchell Kaufman signed Integrated Financial Solutions' 2024 Form 5500 as plan administrator.

Mitchell Kaufman — 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 Financial Solutions' EIN is 22-3434235.

EIN 22-3434235

Plan number 001

Plan year 2024

ACK ID 20251008084408NAL0002865411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Financial Solutions' 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 FINANCIAL SOLUTIONS.

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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