Integrity Management Services, Inc.'s EIN is 26-3976707.
Download the official 2024 Form 5500 (PDF) for Integrity Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrity Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $18K | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $574 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $884K | 8.6% | |
| Vangaurd Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $807K | 7.8% | |
| American Funds American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $625K | 6.1% | |
| Vangaurd Vanguard Large -Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $593K | 5.8% | |
| American Funds American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $590K | 5.7% | |
| American Funds American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $456K | 4.4% | |
| Vangaurd Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $394K | 3.8% | |
| Barron Funds Baron Oppr Inst + | Other securities | — | — | $356K | 3.5% | |
| Fidelity Funds Fidelity Large Cap Value Index | Mutual Funds | — | — | $256K | 2.5% | |
| American Funds American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $241K | 2.3% | |
| Vangaurd Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $237K | 2.3% | |
| (FBRIC) * Nationwide Fixed Select Contract | Guaranteed Income / GIC | — | — | $223K | 2.2% | |
| Dimensional Fund Advisors DFA Intl Sustainability Core 1 | Mutual Funds | — | — | $221K | 2.1% | |
| American Funds American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $212K | 2.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Instl 38 Dimensional Fund Advisors DFA Intermediate Govt Fixed-Income Inst | Mutual Funds | — | — | $203K | 2.0% | |
| Fidelity Funds Fidelity 500 Index Fund | Common Collective Trusts | — | — | $177K | 1.7% | |
| Vangaurd Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $172K | 1.7% | |
| Fidelity Funds Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $170K | 1.7% | |
| American Funds American Funds 2020 Target Date Retirement R6 | Mutual Funds | — | — | $161K | 1.6% | |
| American Funds American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $154K | 1.5% | |
| Black Rock Blackrock Health Sciences Opps Inst | Other securities | — | — | $148K | 1.4% | |
| Participant loans Interest ranges from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $117K | 1.1% | |
| American Funds American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $117K | 1.1% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $106K | 1.0% | |
| Goldman Sachs Goldman Sachs GQG Partners Int'l Opp Fund | Other securities | — | — | $104K | 1.0% | |
| Nationwide Loomis All Cap Gr R6 | Other securities | — | — | $102K | 1.0% | |
| Fidelity Funds Fidelity International Index | Mutual Funds | — | — | $101K | 1.0% | |
| Vangaurd Vanguard Intermediate-Term Treasury Index Fund Adm | Common Collective Trusts | — | — | $98K | 1.0% | |
| Avantis Investors Avantis U.S. Large Cap Value Fund | Other securities | — | — | $98K | 1.0% | |
| Fidelity Funds Fidelity U.S Bond Index | Mutual Funds | — | — | $93K | 0.9% | |
| PGIM Total Return Bond Fund -Class R6 | Other securities | — | — | $86K | 0.8% | |
| Avantis Investors Avantis Emerging Markets Equity Fund - Inst'l Class | Other securities | — | — | $84K | 0.8% | |
| JPMorgan Equity Income Fund Class R5 | Other securities | — | — | $84K | 0.8% | |
| American Funds American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $74K | 0.7% | |
| Vangaurd Vanguard Bdividend Yield Index Dud Admiral | Mutual Funds | — | — | $73K | 0.7% | |
| Vangaurd Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $72K | 0.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $71K | 0.7% | |
| Vangaurd Vanguard Total Bond Market Index Fund Adm | Common Collective Trusts | — | — | $59K | 0.6% | |
| Pimco Commodity Real Return Strategy Inst 24 Pimco Real Return Fund | Mutual Funds | — | — | $58K | 0.6% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $56K | 0.5% | |
| Diamond Hill Funds Diamond Hill Mid Cap Fund Class I | Other securities | — | — | $55K | 0.5% | |
| Principal Global Real Estate Securities Fund Class | Other securities | — | — | $50K | 0.5% | |
| Victory Sycamore Established Value Fund - Class I | Other securities | — | — | $49K | 0.5% | |
| Allspring Global Inv Allspring Precius Metals Inst Fund Stock Price | Other securities | — | — | $45K | 0.4% | |
| Legal & General Legal & General Commodity Strategy Fund - Inst'l | Other securities | — | — | $45K | 0.4% | |
| Black Rock Blackrock High Yield Portfolio - Class K | Other securities | — | — | $44K | 0.4% | |
| VanEck International Investors Gold Inst | Other securities | — | — | $43K | 0.4% | |
| Gabelli Funds Gabelli Gold Fund Inst | Other securities | — | — | $43K | 0.4% | |
| Fidelity Funds Franklin Gold and Precious Metals Adv | Mutual Funds | — | — | $41K | 0.4% | |
| Vangaurd Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $39K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| POINTOAK RETIREMENT ADVISORS |
| 82-3941866 |
| MCLEAN, VA |
| INVESTMENT ADVISOR |
| $33K |
| — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | 52-2048790 | COLUMBIA, MD | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | — | CLEVELAND, OH | AUDITOR | $14K | — |
