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Original filing (PDF)20250731100352NAL0005854209001
INTEGRA FINANCIAL SERVICES LLC
Form 5500
FILING_RECEIVED
INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
122
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRA FINANCIAL SERVICES LLC.
Plan sponsor
Name
INTEGRA FINANCIAL SERVICES LLC
EIN
27-5276229
Address
1759 N 400 E STE 202 · NORTH LOGAN, UT · 84321
Phone
(800) 886-8146
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 58-1625031 | ALISO VIEJO, CA | ADVISOR | $23K | — |
Investments
30 direct securities · 1 pooled fund· $5.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.8M
30 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 n/a $ | — | — | — | $1.3M | 22.8% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 n/a | — | — | — | $967K | 16.8% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 n/a | — | — | — | $708K | 12.3% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 n/a | — | — | — | $664K | 11.5% | |
| Vanguard 500 Index Fund Admiral Shares n/a | — | — | — | $434K | 7.5% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 n/a | — | — | — | $373K | 6.5% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 n/a | — | — | — | $238K | 4.1% | |
| Alliance Bernstein AB Large Cap Growth Fund Class Z n/a | — | — | — | $142K | 2.5% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 n/a | — | — | — | $139K | 2.4% | |
| from participants to 9.50% with maturities through April 2028. - | — | — | — | $121K | 2.1% | |
| Vanguard International Growth Fund Investor Shares n/a | — | — | — | $108K | 1.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R-6 n/a | — | — | — | $93K | 1.6% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares n/a | — | — | — | $62K | 1.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares n/a | — | — | — | $58K | 1.0% | |
| Vanguard Value Index Fund Admiral Shares n/a | — | — | — | $48K | 0.8% | |
| Tiaa-Cref Large-Cap Growth Index Fund Institutional Class n/a | — | — | — | $47K | 0.8% | |
| Putnam Large Cap Value Fund Class R6 n/a | — | — | — | $37K | 0.6% | |
| American Funds American Funds New Perspective Fund Class R-6 n/a | — | — | — | $34K | 0.6% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R-6 n/a | — | — | — | $30K | 0.5% | |
| MFS Aggressive Growth Allocation Fund Class R4 n/a | — | — | — | $24K | 0.4% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 n/a | — | — | — | $21K | 0.4% | |
| American Funds American Funds New World Fund Class R-6 n/a | — | — | — | $19K | 0.3% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares n/a | — | — | — | $17K | 0.3% | |
| Fidelity Stock Selector Mid Cap n/a | — | — | — | $15K | 0.3% | |
| Fidelity Small Cap Value n/a | — | — | — | $11K | 0.2% | |
| American Funds American Funds American Balanced Fund Class R-6 n/a | — | — | — | $11K | 0.2% | |
| Vanguard International Growth Fund Admiral Shares n/a | — | — | — | $10K | 0.2% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R-6 n/a | — | — | — | $2K | <0.1% | |
| JPMorgan Core Plus Bond Fund Class R6 n/a | — | — | — | $2K | <0.1% | |
| PIMCO International Bond Fund Institutional Class n/a | — | — | — | $1K | <0.1% |
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