How big is Integris Performance Advisors' plan?

Integris Performance Advisors' plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250908151502NAL0041698466001

Integris Performance Advisors

Name: Integris Performance Advisors — Integris Performance, Form 5500 (2024)
Creator: Integris Performance Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integris Performance Advisors 401(k) Plan

401(k) retirement plan · Integris Performance Advisors' Integris Performance Advisors 401(k) Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Integris Performance Advisors' EIN is 47-4867395.

EIN 47-4867395

Plan number 001

Plan year 2024

ACK ID 20250908151502NAL0041698466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integris Performance Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integris Performance Advisors' 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 INTEGRIS PERFORMANCE ADVISORS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

INTEGRIS PERFORMANCE ADVISORS

EIN

all filings

Address

35 GERIOLA CT · PLEASANT HILL, CA · 94523

Phone

(609) 367-4585

Industry

Professional & Technical Services

Plan administrator