How big is Integrity Wealth Advisors' plan?

Integrity Wealth Advisors' plan reported $8.8M in assets and 96 participants for 2025.

Original filing (PDF)20260512110932NAL0008431136001

Integrity Wealth Advisors

Name: Integrity Wealth Advisors — Integrity 401(k) Plan, Form 5500 (2025)
Creator: Integrity Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrity 401(k) Plan

401(k) retirement plan · Integrity Wealth Advisors' Integrity 401(k) Plan held $8.8M in plan assets for 96 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

SARA Atkins signed Integrity Wealth Advisors' 2025 Form 5500 as plan administrator.

SARA Atkins — 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

Integrity Wealth Advisors' EIN is 43-2009807.

EIN 43-2009807

Plan number 001

Plan year 2025

ACK ID 20260512110932NAL0008431136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Integrity Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Integrity Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ADVISORS.

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Plan health score

Above-average plan

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

Knocking points off