How big is Integrity Wealth Advisors LLC's plan?

Integrity Wealth Advisors LLC's plan reported $249K in assets and 5 participants for 2024.

Original filing (PDF)20250610094731NAL0011521347001

Integrity Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Integrity Wealth Advisors Retirement Plan

401(k) retirement plan · Integrity Wealth Advisors LLC's Integrity Wealth Advisors Retirement Plan held $249K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Nick Rice signed Integrity Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Integrity Wealth Advisors LLC's EIN is 87-1182211.

EIN 87-1182211

Plan number 001

Plan year 2024

ACK ID 20250610094731NAL0011521347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRITY WEALTH ADVISORS 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