How big is Intergy Private Wealth's plan?

Intergy Private Wealth's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250506085108NAL0009070433001

Intergy Private Wealth

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

Form 5500-SF

FILING_RECEIVED

Intergy Private Wealth 401(k) Plan

401(k) retirement plan · Intergy Private Wealth's Intergy Private Wealth 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Charles DUNN signed Intergy Private Wealth's 2024 Form 5500 as plan administrator.

Charles DUNN — 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

Intergy Private Wealth's EIN is 81-3884216.

EIN 81-3884216

Plan number 001

Plan year 2024

ACK ID 20250506085108NAL0009070433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intergy Private Wealth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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