Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTEGRATED WEB STRATEGY, LLC
EIN 86-0977299Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
24
2801 E. CAMELBACK RD., SUITE 200 - PHOENIX, AZ 85016602-222-4700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTEGRATED WEB STRATEGY 401(K) PLAN
401k
Assets$1.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTEGRATED WEB STRATEGY CASH BALANCE PLAN
CashBalance
Assets$257K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTEGRATED WEB STRATEGY 401(K) PLAN | 401k | $1.2M | 17 | 2024 | |
| 002 | INTEGRATED WEB STRATEGY CASH BALANCE PLAN | CashBalance | $257K | 7 | 2024 |
Retirement plans