Integrated Planning and Wealth Management, LLC

Elantha Barry signed Integrated Planning and Wealth Management, LLC's 2025 Form 5500 as plan administrator.

• Elantha Barry — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Integrated Planning and Wealth Management, LLC's EIN is 45-3805497.

Download the official 2025 Form 5500 (PDF) for Integrated Planning and Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

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