# Integrated Wealth Counsel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/integrated-wealth-counsel-inc-401k-plan

> Integrated Wealth Counsel, INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Integrated Wealth Counsel, INC.

- **Sponsor EIN:** 844251060

- **Sponsor Address:** 8128 CANYON CREEK CIRCLE, PLEASANTON, CA, 94588

- **Plan Type:** 401(k)

- **Total Participants:** 1

- **Total Assets:** $315,301

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1|$315,301|$0|$0|

| 2023|1|$75,003|$0|$0|

| 2022|1|$37,292|$0|$0|

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