How big is Integrated Wealth Advisors, LLC's plan?

Integrated Wealth Advisors, LLC's plan reported $933K in assets and 4 participants for 2024.

Original filing (PDF)20250818170604NAL0002787698001

Integrated Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Integrated Human Capital 401(k) Plan

401(k) retirement plan · Integrated Wealth Advisors, LLC's Integrated Human Capital 401(k) Plan held $933K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

People on this filing

Austin Collins signed Integrated Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Austin Collins — 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 Wealth Advisors, LLC's EIN is 86-1472165.

EIN 86-1472165

Plan number 001

Plan year 2024

ACK ID 20250818170604NAL0002787698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrated Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH ADVISORS, 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