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INTEGRATIVE FINANCIAL MANAGEMENT

EIN 81-3522642-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$295K assets
Welfare
0
Participants
5
4695 MACARTHUR COURT #1100 - NEWPORT BEACH, CA 92660949-798-6222
Plans on this EIN
1 filing
#001401k-$295K - 5 part

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Retirement#001

INTEGRATIVE FINANCIAL MANAGEMENT 401(K) PLAN

401k

Assets$295K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRATIVE FINANCIAL MANAGEMENT 401(K) PLAN401k$295K52025
Retirement plans
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