Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC
- Service provider, as named on Schedule C
- EIN 813433658
- Plan year 2024
- Direct compensation reported $283,403
Assets of those plans
$211,561,144
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$283,403
75% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 99 | Other fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Automated Financial Systems, Inc. 401(k) Salary Reduction Plan | Automated Financial Systems | $85,064,250 | 351 | $65,099 |
| Tactical Engineering & Analysis, Inc. 401(k) Plan | Tactical Engineering & Analysis | $34,794,664 | 296 | $13,720 |
| Litmangerson Associates, LLP Salary Reduction Plan | Litmangerson Associates LLP Salary Reduction Plan | $20,310,127 | 148 | $33,360 |
| Teamworks Innovations, Inc. 401(k) Plan | Teamworks Innovations | $15,839,514 | 397 | $57,715 |
| North Florida Women's Care, P.A. Retirement Plan | North Florida Women's Care | $13,096,973 | 111 | $26,677 |
| Menemsha Development Group 401(k) Profit Sharing Plan | Menemsha Development Group | $11,387,288 | 191 | $38,477 |
| The L.C. Doane Company 401(k) Savings and Retirement Plan | L.C. Doane | $9,130,221 | 138 | $0 |
| Farmer Automotive Group 401(k) Planrecordkeeper | Farmer Automotive Group | $7,850,570 | 483 | $30,362 |
| Viserion Grain, LLC 401(k) Plan | Viserion Grain | $7,575,467 | 176 | $0 |
| Options for All Retirement Savings Plan | Options for All | $4,469,576 | 212 | $0 |
| Physicians Rehab Solutions 401(k) Planrecordkeeper | Physicians Rehab Solutions L.L. | $2,019,061 | 99 | $7,422 |
| Wildflower Bread Company 401(k) Savings Plan | Wildflower Bread | $23,433 | 1 | $10,571 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.