INTEGRATED FINANCIAL CONCEPTS LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
10
Plan assets (EOY)
$769K
Net assets (EOY)
$769K
Plan health score
89
/ 100
Grade A
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
100
Total plan cost
n/a
Plan health
60
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED FINANCIAL CONCEPTS LLC.
Plan sponsor
Name
INTEGRATED FINANCIAL CONCEPTS LLC
EIN
47-2035435
Address
200 SCHULZ DRIVE, SUITE 125 · RED BANK, NJ · 07701
Phone
(848) 200-7170
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
