Assets by plan
Share of aggregate retirement assets
Filings through .
Integris Holdings, LLC
EIN 20-2693978Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Health & Benefits
0
Participants
15
3676 ZIEGLER RD. - FORT COLLINS, CO 80525970-225-0425
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INTEGRIS HOLDINGS, LLC 401(K) PLAN
401(k)
Assets$4.2M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
INTEGRIS HOLDINGS CASH BALANCE PENSION PLAN
Cash balance
Assets$1.7M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INTEGRIS HOLDINGS, LLC 401(K) PLAN | 401(k) | $4.2M | 10 | 2025 |
| #002 | INTEGRIS HOLDINGS CASH BALANCE PENSION PLAN | Cash balance | $1.7M | 5 | 2025 |
- #001 · 401(k) · 202510
- #002 · Cash balance · 20255
Retirement plans