How big is IWM Partners, Inc.'s plan?

IWM Partners, Inc.'s plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250814172821NAL0022510882001

IWM Partners, Inc.

Name: IWM Partners, Inc. — IWM Partners 401(k) Plan, Form 5500 (2024)
Creator: IWM Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IWM Partners 401(k) Plan

401(k) retirement plan · IWM Partners, Inc.'s IWM Partners 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Michael Hernandez signed IWM Partners, Inc.'s 2024 Form 5500 as plan administrator.

Michael Hernandez — 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

IWM Partners, Inc.'s EIN is 45-4141427.

EIN 45-4141427

Plan number 001

Plan year 2024

ACK ID 20250814172821NAL0022510882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IWM Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IWM Partners, 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 IWM PARTNERS, 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