Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTEGRITY FINANCIAL GROUP, LLC
EIN 46-4617474financial servicesLatest filing 2024
Plans
2
Retirement
2
$754K assets
Welfare
0
Participants
7
430 W WARNER ROAD, SUITE #123 - TEMPE, AZ 85284480-306-7899ifgaz.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $754K assets / 7 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
INTEGRITY FINANCIAL GROUP, LLC 401(K) PLAN
401k
Assets$448K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTEGRITY FINANCIAL GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$307K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTEGRITY FINANCIAL GROUP, LLC 401(K) PLAN | 401k | $448K | 4 | 2024 | |
| 002 | INTEGRITY FINANCIAL GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $307K | 3 | 2024 |
Retirement plans