How big is Integrated Wealth Solutions' plan?

Integrated Wealth Solutions' plan reported $3.3M in assets and 6 participants for 2024.

Original filing (PDF)20250606114209NAL0012341505001

Integrated Wealth Solutions

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

Form 5500-SF

FILING_RECEIVED

Integrated Wealth Solutions Profit Sharing Plan

401(k) retirement plan · Integrated Wealth Solutions' Integrated Wealth Solutions Profit Sharing Plan held $3.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

GREG Harvey signed Integrated Wealth Solutions' 2024 Form 5500 as plan administrator.

GREG Harvey — 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 Solutions' EIN is 90-0528376.

EIN 90-0528376

Plan number 001

Plan year 2024

ACK ID 20250606114209NAL0012341505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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