How big is IFS Wealth Management, LLC's plan?

IFS Wealth Management, LLC's plan reported $343K in assets and 3 participants for 2024.

Original filing (PDF)20250630090250NAL0006524643001

IFS Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

IFS Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · IFS Wealth Management, LLC's IFS Wealth Management, LLC Cash Balance Plan held $343K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

Plan identifiers

IFS Wealth Management, LLC's EIN is 93-3827410.

EIN 93-3827410

Plan number 003

Plan year 2024

ACK ID 20250630090250NAL0006524643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IFS Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IFS Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score