How big is Integrated Financial Concepts LLC's plan?

Integrated Financial Concepts LLC's plan reported $1.3M in assets and 14 participants for 2025.

Original filing (PDF)20260129130523NAL0005919952001

Integrated Financial Concepts LLC

Name: Integrated Financial Concepts LLC — Integrated, Form 5500 (2025)
Creator: Integrated Financial Concepts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrated Financial Concepts LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Integrated Financial Concepts LLC's Integrated Financial Concepts LLC 401(k) Retirement Savings Plan held $1.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Integrated Financial Concepts LLC's EIN is 47-2035435.

EIN 47-2035435

Plan number 001

Plan year 2025

ACK ID 20260129130523NAL0005919952001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Integrated Financial Concepts LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Integrated Financial Concepts LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL CONCEPTS LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off