How big is Integrated Capital Strategies, LLC's plan?

Integrated Capital Strategies, LLC's plan reported $340K in assets and 3 participants for 2024.

Original filing (PDF)20250522082759NAL0004054656001

Integrated Capital Strategies, LLC

Name: Integrated Capital Strategies, LLC — ACRE Equity, Form 5500 (2024)
Creator: Integrated Capital Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ACRE Equity Management, LLC 401(k) Plan

401(k) retirement plan · Integrated Capital Strategies, LLC's ACRE Equity Management, LLC 401(k) Plan held $340K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

Timothy Veazey signed Integrated Capital Strategies, LLC's 2024 Form 5500 as plan administrator.

Timothy Veazey — 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

Integrated Capital Strategies, LLC's EIN is 82-3753958.

EIN 82-3753958

Plan number 001

Plan year 2024

ACK ID 20250522082759NAL0004054656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integrated Capital Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Capital Strategies, 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 INTEGRATED CAPITAL STRATEGIES, 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