Stephanie Baltzer signed Integration Appliance, Inc. DBA Intapp's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integration Appliance, Inc. DBA Intapp's EIN is 77-0566254.
Download the official 2024 Form 5500 (PDF) for Integration Appliance, Inc. DBA Intapp from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integration Appliance, Inc. DBA Intapp's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $57K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VITA PLANNING GROUP LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| VANCOUVER, WA |
| INVESTMENT ADVISOR |
| $55K |
| — |
