INTEGRITY WEALTH
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
12
Active participants
39,612
Total plan assets
$4.5B
Filings (rows)
12
Direct comp
$292K
Indirect comp
$0
Aggregating 3 name variants under "INTEGRITY WEALTH"
SERVICES PROVIDED
Other8
Advisor / Consultant4
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 20,635 | $3.1B | $701 |
| SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE, FL | Other NONE | 5,644 | $464.7M | $5K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 241 | $235.8M | $19K |
| NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 11,059 | $205.6M | $7K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 230 | $204.9M | $14K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Advisor / Consultant INVESTMENT ADVISOR | 222 | $184.5M | $12K |
| VENTURA COUNTY CREDIT UNION VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN | VENTURA, CA | Other NONE | 178 | $22.1M | $58K |
| VENTURA COUNTY CREDIT UNION VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN | VENTURA, CA | Other NONE | 178 | $17.2M | $45K |
| VENTURA COUNTY CREDIT UNION VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN | VENTURA, CA | Other NONE | 179 | $14.5M | $45K |
| CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC. CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC. PROFIT SHARING PLAN | VENTURA, CA | Advisor / Consultant ADVISOR | 369 | $12.9M | $33K |
| CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY, INC. CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY, INC. PROFIT SHARING PLAN | OXNARD, CA | Advisor / Consultant ADVISOR | 345 | $11.3M | $26K |
| CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY, INC. CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY, INC. PROFIT SHARING PLAN | OXNARD, CA | Advisor / Consultant ADVISOR | 332 | $9.6M | $27K |