How big is Integrated Wealth Partners' plan?

Integrated Wealth Partners' plan reported $34K in assets and 2 participants for 2024.

Original filing (PDF)20250714152344NAL0000981235001

Integrated Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Integrated Wealth Partners 401(k) Plan

401(k) retirement plan · Integrated Wealth Partners' Integrated Wealth Partners 401(k) Plan held $34K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan identifiers

Integrated Wealth Partners' EIN is 84-1755463.

EIN 84-1755463

Plan number 001

Plan year 2024

ACK ID 20250714152344NAL0000981235001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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