How big is Intentional Wealth LLC's plan?

Intentional Wealth LLC's plan reported $40K in assets and 2 participants for 2024.

Original filing (PDF)20250730104712NAL0001844979002

Intentional Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Intentional Wealth LLC Retirement Trust

401(k) retirement plan · Intentional Wealth LLC's Intentional Wealth LLC Retirement Trust held $40K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Plan Sponsor signed Intentional Wealth LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Intentional Wealth LLC's EIN is 87-4255293.

EIN 87-4255293

Plan number 001

Plan year 2024

ACK ID 20250730104712NAL0001844979002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTENTIONAL WEALTH 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