Original filing (PDF)20250612161350NAL0013067219001

INTERNATIONAL WEALTH MANAGEMENT INC

Name: INTERNATIONAL WEALTH MANAGEMENT INC — INTERNATIONAL WEALTH MANAGEMENT INC 401K PLAN & TRUST, Form 5500 (2024)
Creator: INTERNATIONAL WEALTH MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

INTERNATIONAL WEALTH MANAGEMENT INC 401K PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

INTERNATIONAL WEALTH MANAGEMENT INC

EIN

75-2548372all filings

Address

141 COUNTRYSIDE CT. · SUITE 100 · SOUTHLAKE, TX · 76092

Phone

(817) 431-2217

Industry

Finance & Insurancesee all

Plan administrator