Original filing (PDF)20231031152949NAL0028784210001

Portland Integritas Advisors, LLC

Name: Portland Integritas Advisors, LLC — Portland Integri, Form 5500 (2022)
Creator: Portland Integritas Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portland Integritas Advisors, LLC 401(k) Plan

401(k) retirement plan · Portland Integritas Advisors, LLC's Portland Integritas Advisors, LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Portland Integritas Advisors, LLC's EIN is 45-5556595.

EIN 45-5556595

Plan number 001

Plan year 2022

ACK ID 20231031152949NAL0028784210001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Portland Integritas Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND INTEGRITAS ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score