How big is Integrated Wealthcare LLC's plan?

Integrated Wealthcare LLC's plan reported $514K in assets and 8 participants for 2024.

Original filing (PDF)20250417070401NAL0001251056001

Integrated Wealthcare LLC

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

Form 5500-SF

FILING_RECEIVED

Integrated Wealthcare, LLC 401(k) Plan

401(k) retirement plan · Integrated Wealthcare LLC's Integrated Wealthcare, LLC 401(k) Plan held $514K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$514K

Net assets (EOY)

$514K

People on this filing

Michael Shayne Ruffing signed Integrated Wealthcare LLC's 2024 Form 5500 as plan administrator.

Michael Shayne Ruffing — 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 Wealthcare LLC's EIN is 37-1534391.

EIN 37-1534391

Plan number 001

Plan year 2024

ACK ID 20250417070401NAL0001251056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Wealthcare LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRATED WEALTHCARE 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