How big is With Intent Strategies Inc.'s plan?

With Intent Strategies Inc.'s plan reported $35K in assets and 1 participants for 2024.

Original filing (PDF)20250507220223NAL0018058960005

With Intent Strategies Inc.

Name: With Intent Strategies Inc. — With Intent Strategies, Form 5500 (2024)
Creator: With Intent Strategies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

With Intent Strategies 401(k) Plan

401(k) retirement plan · With Intent Strategies Inc.'s With Intent Strategies 401(k) Plan held $35K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

With Intent Strategies Inc.'s EIN is 98-1550765.

EIN 98-1550765

Plan number 001

Plan year 2024

ACK ID 20250507220223NAL0018058960005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for With Intent Strategies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

With Intent Strategies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WITH INTENT STRATEGIES INC.

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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