Original filing (PDF)20251009163737NAL0011900080001

INTEGRATED FINANCIAL SERVICES, LLC

Name: INTEGRATED FINANCIAL SERVICES, LLC — INTEGRATED FINANCIAL SERVICES, LLC PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: INTEGRATED FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

INTEGRATED FINANCIAL SERVICES, LLC PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED FINANCIAL SERVICES, LLC.

Plan sponsor

Name

INTEGRATED FINANCIAL SERVICES, LLC

EIN

47-5074692

Address

14026 CLAIRETTE LN · CHESTERFIELD, MO · 63017

Phone

(314) 504-5115

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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