How big is Interwealth Management, LLC's plan?

Interwealth Management, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250728134310NAL0002122929001

Interwealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Interwealth Management 401(k) Plan

401(k) retirement plan · Interwealth Management, LLC's Interwealth Management 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Interwealth Management, LLC's EIN is 27-4375375.

EIN 27-4375375

Plan number 001

Plan year 2024

ACK ID 20250728134310NAL0002122929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Interwealth Management, LLC's plan includes profit-sharing, 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 INTERWEALTH 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