How big is Irving Wealth Management Inc.'s plan?

Irving Wealth Management Inc.'s plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260210130147NAL0002205569001

Irving Wealth Management Inc.

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

Form 5500-SF

FILING_RECEIVED

Irving Wealth Management Inc. 401(k) Retirement Plan

401(k) retirement plan · Irving Wealth Management Inc.'s Irving Wealth Management Inc. 401(k) Retirement Plan held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Irving Wealth Management Inc.'s EIN is 27-4848298.

EIN 27-4848298

Plan number 001

Plan year 2025

ACK ID 20260210130147NAL0002205569001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Irving Wealth Management Inc.'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 IRVING WEALTH MANAGEMENT INC..

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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