How big is IWAN's plan?

IWAN's plan reported $1.4M in assets and 6 participants for 2025.

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Original filing (PDF)20260331161517NAL0000269745001

IWAN

Name: IWAN — IWAN 401(k) Plan, Form 5500 (2025)
Creator: IWAN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IWAN 401(k) Plan

401(k) retirement plan · IWAN's IWAN 401(k) Plan held $1.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Howard Lashner signed IWAN's 2025 Form 5500 as plan administrator.

Howard Lashner — 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

IWAN's EIN is 23-3087576.

EIN 23-3087576

Plan number 001

Plan year 2025

ACK ID 20260331161517NAL0000269745001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IWAN from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IWAN'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 IWAN.

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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.

Plan sponsor

Name

IWAN

EIN

all filings

Address

842 DURHAM ROAD, SUITE 300 · WRIGHTSTOWN, PA · 18940

Phone

(215) 364-7610

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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