Filings through .
Sponsor portfolio
Integrity Wealth Management, LLC
EIN 20-2438945Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$83K assets
Welfare
0
Participants
3
118 CEDAR WOODS DRIVE - LOVELAND, OH 45140513-633-8370
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | INTEGRITY WEALTH MANAGEMENT, LLC 401(K) PLAN | 401(k) | $83K | 3 | 2025 |
Retirement plans