SourcingSourcing

INTEGRATED BENEFITS, INCORPORATED

A72
CRD 112518·SEC 801-132391
AUM
$101.3M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$304K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRATED BENEFITS, INCORPORATED
CRD
112518
SEC file #
801-132391
EIN
—
DBA names
—

Economics

AUM
$101.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.5M → $101.3M▲ +1%
Client mix
Individuals Other125
Individuals High Net Worth25
Pension Profit Sharing Plans5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/in/sarah-stachnik-762a961a3(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STACHNIK, ROY, EDWIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STACHNIK, ROY, EDWIN
STACHNIK, SARAH, KATHERINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Top Owner CRD
1260290
Trust Company Affiliate
No

People (2)

2
STACHNIK, ROY, EDWIN
IAR · Direct Owner · 87.5%
1260290
STACHNIK, SARAH, KATHERINE
IAR · Direct Owner · 17.5%
6940084