Back to filter
Original filing (PDF)20251008145118NAL0010002944001
IHT WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
35
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IHT WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
IHT WEALTH MANAGEMENT, LLC
EIN
46-5509437
Address
123 NORTH WACKER DRIVE · SUITE 2300 · CHICAGO, IL · 60606
Phone
(855) 295-2828
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2D · Offset of another plan
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 providersRelated plans
Similar-size Finance & Insurance plans
JOSEPH J. OAKES IV
ACORN 401(K) PLAN
$4.3M · 24 participants
COMMONWEALTH FINANCIAL SERVICES, LLC
CFS 401(K) PROFIT SHARING PLAN
$4.3M · 15 participants
HEADINVEST LLC
HEADINVEST LLC 401(K) PROFIT SHARING PLAN AND TRUST
$4.3M · 14 participants
STEGNER INVESTMENT ASSOCIATES, INC.
STEGNER INVESTMENT ASSOCIATES, INC 401 K PROFIT SHARING PLAN
$4.3M · 11 participants
CAPITA FINANCIAL NETWORK, LLC
CAPITA FINANCIAL NETWORK, LLC RETIREMENT PLAN
$4.3M · 44 participants
RESILIENCE MANAGEMENT LLC
RESILIENCE MANAGEMENT, INC 401K PLAN
$4.3M · 9 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B