Original filing (PDF)20260320141010NAL0008253472001

INTEGRATED VALUATIONS LLC

Name: INTEGRATED VALUATIONS LLC — INTEGRATED VALUATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INTEGRATED VALUATIONS LLC

Form 5500-SF

FILING_RECEIVED

INTEGRATED VALUATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 4.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

INTEGRATED VALUATIONS LLC

EIN

46-4173097all filings

Address

10 MAXWELL DR STE 105 · CLIFTON PARK, NY · 120652933

Phone

(518) 817-5038

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