How big is Integrated Management Strategies' plan?

Integrated Management Strategies' plan reported $836K in assets and 109 participants for 2024.

Original filing (PDF)20250721094728NAL0001386912001

Integrated Management Strategies

Name: Integrated Management Strategies — Integrated, Form 5500 (2024)
Creator: Integrated Management Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrated Management Strategies 401(k) Plan

401(k) retirement plan · Integrated Management Strategies' Integrated Management Strategies 401(k) Plan held $836K in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Marcus Bowie signed Integrated Management Strategies' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Integrated Management Strategies' EIN is 47-2005785.

EIN 47-2005785

Plan number 002

Plan year 2024

ACK ID 20250721094728NAL0001386912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integrated Management Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Management Strategies' 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 INTEGRATED MANAGEMENT STRATEGIES.

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Plan health score

Above-average plan

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