OpenERISA

Integrated Wealth Management, LLC

Wilmington, DE, 19808

EIN 46-1634826
Plans
1
Total participants
11
Filing years
2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500-SF001Integrated Wealth Management, LLC 401(K) And Profit Sharing Plan0
2023Form 5500-SF001Integrated Wealth Management, LLC 401(K) And Profit Sharing Plan2
2022Form 5500-SF001Integrated Wealth Management, LLC 401(K) And Profit Sharing Plan2
2021Form 5500-SF001Integrated Wealth Management, LLC 401(K) And Profit Sharing Plan4
2020Form 5500-SF001Integrated Wealth Management, LLC 401(K) And Profit Sharing Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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