How big is Integris Wealth Management, LLC's plan?

Integris Wealth Management, LLC's plan reported $2.2M in assets and 16 participants for 2024.

Original filing (PDF)20251008163220NAL0003431875001

Integris Wealth Management, LLC

Name: Integris Wealth Management, LLC — Integris Wealth, Form 5500 (2024)
Creator: Integris Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integris Wealth Management 401(k) Plan

401(k) retirement plan · Integris Wealth Management, LLC's Integris Wealth Management 401(k) Plan held $2.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Kevin Mahoney signed Integris Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Kevin Mahoney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Integris Wealth Management, LLC's EIN is 20-4165321.

EIN 20-4165321

Plan number 002

Plan year 2024

ACK ID 20251008163220NAL0003431875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integris Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integris Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRIS WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score