What public Form 5500 filings show about the Integrity Wealth Advisor Group 401(k) plan — and how to find and check your own account.
Integrity Wealth Advisor Group (EIN 92-3109310) reports INTEGRITY WEALTH ADVISOR GROUP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $175K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Integrity Wealth Advisor Group filing — schedules, fees, and providers.
Integrity Wealth Advisor Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Integrity Wealth Advisor GroupHR for the recordkeeper’s name and login.
