Original filing (PDF)20250606235117NAL0010297587011

INTEGRUM PARTNERS LLC

Name: INTEGRUM PARTNERS LLC — INTEGRUM PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: INTEGRUM PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

INTEGRUM PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRUM PARTNERS LLC.

Plan sponsor

Name

INTEGRUM PARTNERS LLC

EIN

83-2022332all filings

Address

400 NORTH ASHLEY DRIVE · SUITE #1975 · TAMPA, FL · 33602

Phone

(813) 392-3420

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