How big is Integrity Wealth Advisor Group's plan?

Integrity Wealth Advisor Group's plan reported $175K in assets and 4 participants for 2025.

Original filing (PDF)20260523151251NAL0004477587001

Integrity Wealth Advisor Group

Name: Integrity Wealth Advisor Group — Integrity Wealth, Form 5500 (2025)
Creator: Integrity Wealth Advisor Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Integrity Wealth Advisor Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Integrity Wealth Advisor Group's Integrity Wealth Advisor Group 401(k) Profit Sharing Plan & Trust held $175K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Todd Rosel signed Integrity Wealth Advisor Group's 2025 Form 5500 as plan administrator.

Todd Rosel — 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 Advisor Group's EIN is 92-3109310.

EIN 92-3109310

Plan number 001

Plan year 2025

ACK ID 20260523151251NAL0004477587001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Integrity Wealth Advisor Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Integrity Wealth Advisor Group's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, 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 ADVISOR GROUP.

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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