Integrated Retirement Partners, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Integrated Retirement Partners, INC.
  • Sponsor EIN: 862039189
  • Sponsor Address: 200 5TH AVENUE, WALTHAM, MA, 02451
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 12
  • Total Assets: $278,007

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202312$278,007$21,892$78,772
202213$146,951$16,842$42,922

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