How big is Integrity Wealth, LLC's plan?

Integrity Wealth, LLC's plan reported $952K in assets and 5 participants for 2024.

Original filing (PDF)20250916101309NAL0002390752001

Integrity Wealth, LLC

Name: Integrity Wealth, LLC — Integrity Wealth, LLC 401(k), Form 5500 (2024)
Creator: Integrity Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrity Wealth, LLC 401(k) Plan

401(k) retirement plan · Integrity Wealth, LLC's Integrity Wealth, LLC 401(k) Plan held $952K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

Plan identifiers

Integrity Wealth, LLC's EIN is 82-5444537.

EIN 82-5444537

Plan number 001

Plan year 2024

ACK ID 20250916101309NAL0002390752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Integrity Wealth, 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 INTEGRITY WEALTH, 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