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Filings through Oct 24, 2026.

Sponsor portfolio

Integrated Wealth Solutions

EIN 46-1609776-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.3M assets
Welfare
0
Participants
8
10975 BENSON DRIVE, SUITE 300 - OVERLAND PARK, KS 66210913-948-7390
Plans on this EIN
1 filing
#001401(k)-$4.3M - 8 part

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Retirement#001

INTEGRATED WEALTH SOLUTIONS PROFIT SHARING PLAN

401(k)

Assets$4.3M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRATED WEALTH SOLUTIONS PROFIT SHARING PLAN401(k)$4.3M82025
Retirement plans
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