Original filing (PDF)20250718145556NAL0002959808001

ITERHIC WEALTH ADVISORS, LLC

Name: ITERHIC WEALTH ADVISORS, LLC — ITERHIC WEALTH ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: ITERHIC WEALTH ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ITERHIC WEALTH ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ITERHIC WEALTH ADVISORS, LLC

EIN

92-2978821all filings

Address

6515 LONGSHORE LOOP SUITE 100 · DUBLIN, OH · 43017

Phone

(614) 253-9776

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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