How big is Calhoun and Associates DBA Integrity Advisors' plan?

Calhoun and Associates DBA Integrity Advisors' plan reported $35K in assets and 7 participants for 2024.

Original filing (PDF)20250908151359NAL0019431249001

Calhoun and Associates DBA Integrity Advisors

Name: Calhoun and Associates DBA Integrity Advisors — Form 5500 Plan 001 (2024)
Creator: Calhoun and Associates DBA Integrity Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrity Advisors 401(k) Plan

401(k) retirement plan · Calhoun and Associates DBA Integrity Advisors' Integrity Advisors 401(k) Plan held $35K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Calhoun and Associates DBA Integrity Advisors' EIN is 20-5458704.

EIN 20-5458704

Plan number 001

Plan year 2024

ACK ID 20250908151359NAL0019431249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calhoun and Associates DBA Integrity Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calhoun and Associates DBA Integrity Advisors' 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 CALHOUN AND ASSOCIATES DBA INTEGRITY ADVISORS.

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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