How big is Intentional Wealth Inc.'s plan?

Intentional Wealth Inc.'s plan reported $512K in assets and 1 participants for 2024.

Original filing (PDF)20250605131405NAL0009177331001

Intentional Wealth Inc.

Name: Intentional Wealth Inc. — Intentional Wealth Inc., Form 5500 (2024)
Creator: Intentional Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intentional Wealth Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Intentional Wealth Inc.'s Intentional Wealth Inc. 401(k) Profit Sharing Plan & Trust held $512K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

Neil N Nichols signed Intentional Wealth Inc.'s 2024 Form 5500 as plan administrator.

Neil N Nichols — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intentional Wealth Inc.'s EIN is 65-1265447.

EIN 65-1265447

Plan number 001

Plan year 2024

ACK ID 20250605131405NAL0009177331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intentional Wealth Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intentional Wealth Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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