Original filing (PDF)20251010172729NAL0019219938001

IWP SERVICES, LLC

Name: IWP SERVICES, LLC — IWP SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: IWP SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

IWP SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IWP SERVICES, LLC.

Plan sponsor

Name

IWP SERVICES, LLC

EIN

45-2078811all filings

Address

200 N. MESQUITE STREET, SUITE 205 · ARLINGTON, TX · 76011

Phone

(888) 882-2046

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BLVD PRIVATE WEALTH, LLC

BLVD 401K PLAN

$162K · 3 participants

BUECHTING FINANCIAL, LLC

BUECHTING FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

$162K · 4 participants

CAMERON ASSOCIATES, INC.

CAMERON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$162K · 2 participants

HENRY C LIAO LLC

HENRY C LIAO LLC 401(K) PROFIT SHARING PLAN & TRUST

$162K · 2 participants

MANTIS CAPITAL MANAGEMENT LLC

MANTIS CAPITAL MANAGEMENT LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.