INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$331K
Net assets (EOY)
$331K
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
INTEGRATED WEALTH MANAGEMENT, LLC
EIN
86-1036538
Address
4800 N. SCOTTSDALE ROAD, SUITE 1900 · SCOTTSDALE, AZ · 85251
