INTEGRATED PLANNING & INVESTMENTS

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

299

Total plan assets

$11.3M

Filings (rows)

Direct comp

Indirect comp

$36K

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
IRRITEC USA, INC. IRRITEC USA RETIREMENT TRUST	FRESNO, CA	Advisor / Consultant INVESTMENT ADVISORY	141	$6.2M	$0
IRRITEC USA, INC. IRRITEC USA RETIREMENT TRUST	FRESNO, CA	Advisor / Consultant INVESTMENT ADVISORY	158	$5.0M	$0