Filings through .
Integrated Wealth Concepts LLC
Matched across 6 name variants in the filings
Integrated Wealth Concepts LLC summary
Integrated Wealth Concepts LLC appears on 32 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.9B in assets for 18,629 participants. The median client plan holds $15.6M. Most client plans are sponsored in CA, KY and MA. The largest clients by plan assets are Wilson Sonsini Goodrich & Rosati, PC, The Sycuan Band of the Kumeyaay Nation and Automated Financial Systems, Inc.. Plans reported $1.1M in direct and indirect compensation paid to Integrated Wealth Concepts LLC. The median is $25K per plan.
- Participants
- 18,629
- Median plan assets
- $15.6M
- Median plan participants
- 332
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Wilson Sonsini Goodrich & Rosati, PC | CA | $1.2B | 3,166 |
| The Sycuan Band of the Kumeyaay Nation | CA | $123M | 2,519 |
| Automated Financial Systems, Inc. | PA | $93.2M | 344 |
| Sangamo Therapeutics, Inc. | CA | $72.0M | 397 |
| Pubrec, LLC | CA | $42.2M | 320 |
| Atara Biotherapeutics, Inc. | CA | $36.8M | 353 |
| PRS Holdings, Inc. | CA | $27.6M | 624 |
| Arctiq US, Inc. | CA | $27.2M | 289 |
| Animal Dermatology Group, Inc. | CA | $26.0M | 554 |
| Zeno Management, Inc. | CA | $25.0M | 205 |
| Litmangerson Associates, LLP Salary Reduction Plan | MA | $24.5M | 185 |
| Vuori, Inc. | CA | $22.4M | 2,484 |
| Kokua Kalihi Valley Comprehensive Family Services | HI | $22.2M | 372 |
| Neurelis, Inc. | CA | $21.4M | 216 |
| Innoflight, LLC | CA | $19.2M | 228 |
| Teamworks Innovations, Inc. | NC | $15.8M | 412 |
| Laser Electric, Inc. | CA | $15.4M | 230 |
| R3 Strategic Support Group, Inc. | CA | $14.9M | 273 |
| Menemsha Development Group | CA | $13.3M | 181 |
| North Florida Women's Care, P.A. | FL | $13.1M | 113 |
| Orw USA, Inc. | CA | $12.3M | 471 |
| Ariston USA, LLC | MA | $11.2M | 191 |
| Farmer Automotive Group | KY | $10.7M | 715 |
| L.C. Doane Company | CT | $10.5M | 132 |
| Mobileone, LLC | CA | $5.5M | 864 |
- CAParticipants 3,166
- CAParticipants 2,519
- PAParticipants 344
- CAParticipants 397
- Pubrec, LLC$42.2MCAParticipants 320
- CAParticipants 353
- PRS Holdings, Inc.$27.6MCAParticipants 624
- Arctiq US, Inc.$27.2MCAParticipants 289
- CAParticipants 554
- Zeno Management, Inc.$25.0MCAParticipants 205
- MAParticipants 185
- Vuori, Inc.$22.4MCAParticipants 2,484
- HIParticipants 372
- Neurelis, Inc.$21.4MCAParticipants 216
- Innoflight, LLC$19.2MCAParticipants 228
- NCParticipants 412
- Laser Electric, Inc.$15.4MCAParticipants 230
- CAParticipants 273
- CAParticipants 181
- FLParticipants 113
- Orw USA, Inc.$12.3MCAParticipants 471
- Ariston USA, LLC$11.2MMAParticipants 191
- Farmer Automotive Group$10.7MKYParticipants 715
- L.C. Doane Company$10.5MCTParticipants 132
- Mobileone, LLC$5.5MCAParticipants 864
Top client states
- CA20 plans
- KY2 plans
- MA2 plans
- AZ1 plan
- CO1 plan
Frequently asked questions
- Who uses Integrated Wealth Concepts LLC?
- 32 retirement plans list Integrated Wealth Concepts LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Wilson Sonsini Goodrich & Rosati, PC, The Sycuan Band of the Kumeyaay Nation, Automated Financial Systems, Inc., Sangamo Therapeutics, Inc. and Pubrec, LLC. Most client plans are sponsored in CA, KY and MA.
- How many plans does Integrated Wealth Concepts LLC serve?
- Integrated Wealth Concepts LLC serves 32 retirement plans with $1.9B in plan assets and 18,629 participants, based on the latest Form 5500 filings through 2024.
- What does Integrated Wealth Concepts LLC charge?
- Plans reported $1.1M in total Schedule C compensation paid to Integrated Wealth Concepts LLC. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Integrated Wealth Concepts as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.