How big is Integrity Wealth, LLC's plan?

Integrity Wealth, LLC's plan reported $2.5M in assets and 5 participants for 2025.

Original filing (PDF)20260421122720NAL0001340803001

Integrity Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Integrity Wealth 401(k) Plan

401(k) retirement plan · Integrity Wealth, LLC's Integrity Wealth 401(k) Plan held $2.5M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

JEFF Coplan signed Integrity Wealth, LLC's 2025 Form 5500 as plan administrator.

JEFF Coplan — 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, LLC's EIN is 45-4202702.

EIN 45-4202702

Plan number 001

Plan year 2025

ACK ID 20260421122720NAL0001340803001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Integrity Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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, LLC.

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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