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  1. Companies/
  2. Integrated Wealth Advisors, LLC

Filings through Oct 24, 2026.

Integrated Wealth Advisors, LLC

EIN 86-1472165-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Health & Benefits
0
Participants
4
500 108TH AVENUE NE, SUITE 1100 - BELLEVUE, WA 98004425-818-0717integratedwa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.2M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

INTEGRATED HUMAN CAPITAL 401(K) PLAN

401(k)

Assets$1.2M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INTEGRATED HUMAN CAPITAL 401(K) PLAN401(k)$1.2M42025
  • INTEGRATED HUMAN CAPITAL 401(K) PLAN$1.2M
    #001 · 401(k) · 20254
Retirement plans
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