Original filing (PDF)20250522082759NAL0004054656001

INTEGRATED CAPITAL STRATEGIES, LLC

Name: INTEGRATED CAPITAL STRATEGIES, LLC — ACRE EQUITY MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: INTEGRATED CAPITAL STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

ACRE EQUITY MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRATED CAPITAL STRATEGIES, LLC.

Plan sponsor

Name

INTEGRATED CAPITAL STRATEGIES, LLC

EIN

82-3753958

Address

5297 PARKSIDE DRIVE SUITE 304 · CANANDAIGUA, NY · 14424

Phone

(585) 775-0657

Industry

Finance & Insurancesee all

Plan administrator