Sponsor portfolio
INTEGRATED CAPITAL STRATEGIES, LLC
EIN 82-3753958financial servicesLatest filing 2024
Plans
1
Retirement
1
$340K assets
Welfare
0
Participants
3
5297 PARKSIDE DRIVE SUITE 304 - CANANDAIGUA, NY 14424585-775-0657ifstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACRE EQUITY MANAGEMENT, LLC 401(K) PLAN | 401k | $340K | 3 | 2024 |
Retirement plans