How big is Hendry Integrated Wealth Strat's plan?

Hendry Integrated Wealth Strat's plan reported $50K in assets and 1 participants for 2025.

Original filing (PDF)20260424084107NAL0003082627001

Hendry Integrated Wealth Strat

Name: Hendry Integrated Wealth Strat — Hendry Integrated, Form 5500 (2025)
Creator: Hendry Integrated Wealth Strat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hendry Integrated Wealth Strat 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Hendry Integrated Wealth Strat's Hendry Integrated Wealth Strat 401(k) Profit Sharing Plan & Trust held $50K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

Plan identifiers

Hendry Integrated Wealth Strat's EIN is 88-2610815.

EIN 88-2610815

Plan number 001

Plan year 2025

ACK ID 20260424084107NAL0003082627001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hendry Integrated Wealth Strat from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hendry Integrated Wealth Strat'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 HENDRY INTEGRATED WEALTH STRAT.

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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