Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
INTEGRIS HOLDINGS, LLC
EIN 20-2693978Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
16
3676 ZIEGLER RD. - FORT COLLINS, CO 80525970-225-0425
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTEGRIS HOLDINGS, LLC 401K PLAN
401k
Assets$3.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INTEGRIS HOLDINGS LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTEGRIS HOLDINGS, LLC 401K PLAN | 401k | $3.6M | 11 | 2024 | |
| 002 | INTEGRIS HOLDINGS LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 5 | 2024 |
Retirement plans