INTEGRITY 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
26
Active participants
1,140,636
Total plan assets
$6.3B
Filings (rows)
26
Direct comp
$2.2M
Indirect comp
$0
Aggregating 2 name variants under "INTEGRITY FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant13
Other11
Broker2
Top plans served
All 26 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $12K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 503,539 | $1.1B | $6K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $577K |
| PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU, CA | Broker SECURITIES BROKER | 2,003 | $633.5M | $20K |
| PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU, CA | Broker SECURITIES BROKER | 1,865 | $576.0M | $12K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $554.2M | $432K |
| PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU, CA | Advisor / Consultant ADVISOR | 1,773 | $509.2M | $8K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $446.2M | $400K |
| MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE, WA | Other NONE | 2,349 | $12.7M | $75K |
| MATHNASIUM LLC MATHNASIUM LLC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES, CA | Other NONE | 129 | $12.1M | $45K |
| MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE, WA | Other NONE | 2,563 | $12.0M | $63K |
| MATHNASIUM LLC MATHNASIUM LLC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES, CA | Other NONE | 112 | $10.3M | $35K |
| MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE, WA | Other NONE | 2,800 | $9.2M | $56K |
| MATHNASIUM LLC MATHNASIUM LLC 401(K) PROFIT SHARING PLAN &TRUST | LOS ANGELES, CA | Other NONE | 140 | $7.9M | $32K |
| BEHRENS AND ASSOCIATES INC BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | EL SEGUNDO, CA | Advisor / Consultant ADVISOR | 112 | $7.8M | $32K |
| GOLDCO DIRECT LLC GOLDCO DIRECT LLC 401(K) PROFIT SHARING PLAN & TRUST | CALABASAS, CA | Advisor / Consultant ADVISOR | 171 | $6.6M | $44K |
| LARITECH, INC. RETIREMENT INCOME SECURITY PLAN-LARITECH, INC. | MOORPARK, CA | Other NONE | 128 | $6.1M | $54K |
| LARITECH, INC. RETIREMENT INCOME SECURITY PLAN-LARITECH, INC. | MOORPARK, CA | Advisor / Consultant ADVISOR | 133 | $4.8M | $39K |
| TRIMLITE, LLC RETIREMENT INCOME SECURITY PLAN-TRIMLITE, LLC | RENTON, WA | Other NONE | 156 | $4.6M | $23K |
| GOLDCO DIRECT LLC GOLDCO DIRECT LLC 401(K) PROFIT SHARING PLAN & TRUST | CALABASAS, CA | Advisor / Consultant ADVISOR | 155 | $4.1M | $33K |
| LARITECH INC LARITECH INC 401(K) PROFIT SHARING PLAN & TRUST | MOORPARK, CA | Advisor / Consultant ADVISOR | 117 | $3.6M | $37K |
| BUSINESS TALENT GROUP LLC BUSINESS TALENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | PACIFIC PALISADES, CA | Advisor / Consultant ADVISOR | 160 | $3.4M | $33K |
| FARWEST SPORTS INC RETIREMENT INCOME SECURITY PLAN-FARWEST SPORTS INC | FIFE, WA | Other NONE | 123 | $3.3M | $25K |
| BUSINESS TALENT GROUP LLC BUSINESS TALENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO, IL | Advisor / Consultant ADVISOR | 41 | $3.1M | $31K |
| SAKUMA BROS. HOLDING CO., INC. RETIREMENT INCOME SECURITY PLAN-SAKUMA BROS. HOLDING CO, INC. | BURLINGTON, WA | Other NONE | 304 | $3.0M | $19K |
| SLIDING DOOR COMPANY SLIDING DOOR COMPANY 401(K) PROFIT SHARING PLAN & TRUST | CHATSWORTH, CA | Advisor / Consultant ADVISOR | 60 | $2.1M | $21K |