Original filing (PDF)20250626061034NAL0020840194001

INTEGRAL HEALTH ASSET MANAGEMENT, LLC

Name: INTEGRAL HEALTH ASSET MANAGEMENT, LLC — INTEGRAL HEALTH ASSET MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: INTEGRAL HEALTH ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

INTEGRAL HEALTH ASSET MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

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 (16th 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 INTEGRAL HEALTH ASSET MANAGEMENT, LLC.

Plan sponsor

Name

INTEGRAL HEALTH ASSET MANAGEMENT, LLC

EIN

83-3771401all filings

Address

437 MADISON AVENUE · 19TH FLOOR · NEW YORK, NY · 10022

Phone

(646) 921-1977

Industry

Finance & Insurancesee all

Plan administrator