How big is Integritas Investment Management LLC's plan?

Integritas Investment Management LLC's plan reported $124K in assets and 2 participants for 2024.

Original filing (PDF)20250710125924NAL0009187888001

Integritas Investment Management LLC

Name: Integritas Investment Management LLC — Integritas, Form 5500 (2024)
Creator: Integritas Investment Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integritas Investment Management 401(k) Plan

401(k) retirement plan · Integritas Investment Management LLC's Integritas Investment Management 401(k) Plan held $124K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

People on this filing

Joe Modica signed Integritas Investment Management LLC's 2024 Form 5500 as plan administrator.

Joe Modica — 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

Integritas Investment Management LLC's EIN is 81-4967931.

EIN 81-4967931

Plan number 001

Plan year 2024

ACK ID 20250710125924NAL0009187888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Integritas Investment Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Integritas Investment Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRITAS INVESTMENT MANAGEMENT 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

INTEGRITAS INVESTMENT MANAGEMENT LLC

EIN

all filings

Address

4400 NORTH POINT PARKWAY · SUITE 185 · ALPHARETTA, GA · 30022

Phone

(404) 793-2126

Industry

Finance & Insurance

Plan administrator