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INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC

EIN 45-3805497-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$825K assets
Welfare
0
Participants
6
362 OLD ASHBURY ROAD - WESTFIELD, IN 46074317-706-4748integratedpwm.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$825K - 6 part

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Retirement#001

INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$825K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN401k$825K62025
Retirement plans
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