How big is Integrity Wealth Management, Inc.'s plan?

Integrity Wealth Management, Inc.'s plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250707071301NAL0002988865001

Integrity Wealth Management, Inc.

Name: Integrity Wealth Management, Inc. — Integrity 401(k), Form 5500 (2024)
Creator: Integrity Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrity 401(k) Profit Sharing Plan

401(k) retirement plan · Integrity Wealth Management, Inc.'s Integrity 401(k) Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Integrity Wealth Management, Inc.'s EIN is 20-5274024.

EIN 20-5274024

Plan number 001

Plan year 2024

ACK ID 20250707071301NAL0002988865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrity Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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