Integrated Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,078

Total plan assets

$16.6M

Filings (rows)

Direct comp

$20K

Indirect comp

$31K

Aggregating 2 name variants under "INTEGRATED FINANCIAL"

Click a variant to view it alone

INTEGRATED FINANCIAL SOLUTIONS PLL4 INTEGRATED FINANCIAL PLANNING2

SERVICES PROVIDED

Advisor / Consultant3

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Maple City Health Care Center, Inc. Maple City Health Care Center, Inc. 401(k) Plan · all filings	GOSHEN, IN	Advisor / Consultant	171	$6.8M	$6K	$0
Maple City Health Care Center, Inc. Maple City Health Care Center, Inc. 401(k) Plan · all filings	GOSHEN, IN	Advisor / Consultant	131	$5.5M	$6K	$0
Fondomonte Arizona, LLC Fondomonte Holdings North America, LLC 401(k) Plan · all filings	GOODYEAR, AZ	Other service providers	249	$1.6M	$0	$13K
Fondomonte Arizona, LLC Fondomonte Holdings North America 401(k) Plan · all filings	GOODYEAR, AZ	Other service providers	271	$1.2M	$0	$11K
Fondomonte Arizona, LLC Fondomonte Holdings North America 401(k) Plan · all filings	GOODYEAR, AZ	Other service providers	247	$873K	$0	$8K
Quality Home Maintenance Inc. Quality Home Maintenance Inc. 401(k) Profit Sharing Plan & Trust · all filings	PHOENIX, AZ	Advisor / Consultant	9	$556K	$9K	$0