How big is IAMS Wealth Management LLC's plan?

IAMS Wealth Management LLC's plan reported $353K in assets and 7 participants for 2024.

Original filing (PDF)20250531060144NAL0005632451001

IAMS Wealth Management LLC

Name: IAMS Wealth Management LLC — Form 5500 (2024)
Creator: IAMS Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · IAMS Wealth Management LLC held $353K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

People on this filing

Charles Heuring signed IAMS Wealth Management LLC's 2024 Form 5500 as plan administrator.

Charles Heuring — 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

IAMS Wealth Management LLC's EIN is 81-3570502.

EIN 81-3570502

Plan number 001

Plan year 2024

ACK ID 20250531060144NAL0005632451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IAMS Wealth Management LLC'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 IAMS WEALTH MANAGEMENT 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