Original filing (PDF)20251015142829NAL0004835585001

INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC

Name: INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC — INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC 401(K) PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC 401(K) PROFIT-SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC.

Plan sponsor

Name

INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC

EIN

46-4914104

Address

812 HURON ROAD · SUITE 601 · CLEVELAND, OH · 44115

Phone

(216) 912-5970

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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