Original filing (PDF)20250611142416NAL0016047281001

INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED

Name: INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED — IWM GROUP 401(K) PLAN, Form 5500 (2024)
Creator: INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED

Form 5500-SF

FILING_RECEIVED

IWM GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

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 INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED.

Plan sponsor

Name

INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED

EIN

59-3781369

Address

540 NW UNIVERSITY BLVD, SUITE 101 · PORT ST. LUCIE, FL · 34986

Phone

(772) 340-1200

Industry

Finance & Insurancesee all

Plan administrator