Original filing (PDF)20250506085737NAL0005856531001

INWEST RETIREMENT SOLUTIONS, INC.

Name: INWEST RETIREMENT SOLUTIONS, INC. — INWEST RETIREMENT SOLUTIONS 401(K) PLAN, Form 5500 (2024)
Creator: INWEST RETIREMENT SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

INWEST RETIREMENT SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 INWEST RETIREMENT SOLUTIONS, INC..

Plan sponsor

Name

INWEST RETIREMENT SOLUTIONS, INC.

EIN

75-2408441

Address

4305 N GARFIELD · SUITE 202 · MIDLAND, TX · 79705

Phone

(432) 687-1866

Industry

Finance & Insurancesee all

Plan administrator

Name

FIDUCIARY WISE, LLC

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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