How big is Integrity Wealth Partners, LLC's plan?

Integrity Wealth Partners, LLC's plan reported $978K in assets and 2 participants for 2024.

Original filing (PDF)20250912165643NAL0001487936001

Integrity Wealth Partners, LLC

Name: Integrity Wealth Partners, LLC — Integrity Wealth, Form 5500 (2024)
Creator: Integrity Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrity Wealth Partners LLC PSP

401(k) retirement plan · Integrity Wealth Partners, LLC's Integrity Wealth Partners LLC PSP held $978K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

People on this filing

Ryder Brose signed Integrity Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Ryder Brose — 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 Partners, LLC's EIN is 46-2389165.

EIN 46-2389165

Plan number 001

Plan year 2024

ACK ID 20250912165643NAL0001487936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integrity Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integrity Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

INTEGRITY WEALTH PARTNERS, LLC

EIN

all filings

Address

1320 MT. DIABLO BLVD. · SUITE 200 · WALNUT CREEK, CA · 94596

Phone

(925) 300-3222

Industry

Finance & Insurance

Plan administrator