How big is Integrated Financial Services, LLC's plan?

Integrated Financial Services, LLC's plan reported $1.6M in assets and 1 participants for 2024.

Original filing (PDF)20251009163737NAL0011900080001

Integrated Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Integrated Financial Services, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Integrated Financial Services, LLC's Integrated Financial Services, LLC Profit Sharing 401(k) Plan held $1.6M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Integrated Financial Services, LLC's EIN is 47-5074692.

EIN 47-5074692

Plan number 001

Plan year 2024

ACK ID 20251009163737NAL0011900080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integrated Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRATED FINANCIAL SERVICES, LLC.

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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 (100th percentile).

Plan sponsor

Name

INTEGRATED FINANCIAL SERVICES, LLC

EIN

all filings

Address

14026 CLAIRETTE LN · CHESTERFIELD, MO · 63017

Phone

(314) 504-5115

Industry

CPA Offices· Professional & Technical Services

Plan administrator