Original filing (PDF)20250718082532NAL0001414417001

INTERNATIONAL WEALTH TAX ADVISOR

Name: INTERNATIONAL WEALTH TAX ADVISOR — INTERNATIONAL WEALTH TAX ADVISORS LLC 401 (K), Form 5500 (2024)
Creator: INTERNATIONAL WEALTH TAX ADVISOR

Form 5500-SF

FILING_RECEIVED

INTERNATIONAL WEALTH TAX ADVISORS LLC 401 (K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERNATIONAL WEALTH TAX ADVISOR.

Plan sponsor

Name

INTERNATIONAL WEALTH TAX ADVISOR

EIN

47-3074144

Address

1270 AVE OF THE AMERICAS · 7TH FLOOR · NEW YORK, NY · 10020

Phone

(212) 256-1142

Industry