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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Irritec USA, Inc. Irritec USA Retirement Trust · all filings	FRESNO, CA	Advisor / Consultant	141	$6.2M	$0	$26K
Irritec USA, Inc. Irritec USA Retirement Trust · all filings	FRESNO, CA	Advisor / Consultant	158	$5.0M	$0	$10K