· 2022–2024 · DOL EFAST2

IFS WEALTH MANAGEMENT, LLC — IFS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250211081209NAL0032260880001

IFS WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

IFS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

7

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

95

/ 100

Grade A

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

83

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IFS WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

IFS WEALTH MANAGEMENT, LLC

EIN

93-3827410

Address

1000 STONEWOOD DRIVE · SUITE 100 · WEXFORD, PA · 15090

Phone

(724) 935-3770

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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