CODY Rickaway signed Integrated Wealth Management, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrated Wealth Management, LLC's EIN is 92-3749832.
Download the official 2023 Form 5500 (PDF) for Integrated Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Integrated Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
