Intergrated Wealth Concepts

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

731

Total plan assets

$30.5M

Filings (rows)

Direct comp

$32K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Intergrated Wealth Concepts?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Peninsula Community Health Services Peninsula Community Health Services 403(b) Plan · all filings	BREMERTON, WA	Advisor / Consultant	278	$12.3M	$6K	$0
Peninsula Community Health Services Peninsula Community Health Services 403(b) Plan · all filings	BREMERTON, WA	Advisor / Consultant	257	$10.2M	$22K	$0
Peninsula Community Health Services Peninsula Community Health Services 403(b) Plan · all filings	BREMERTON, WA	Advisor / Consultant	196	$8.0M	$5K	$0