Sponsor portfolio
INTEGRITY WEALTH ADVISORS INC.
EIN 83-3296074financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
12
196 SOUTH FIR STREET 140 - VENTURA, CA 93001805-339-0760iwaplan.comLinkedIn11-50 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 002 | INTEGRITY WEALTH ADVISORS INC. 401(K)PLAN | 401k | $1.5M | 12 | 2024 |
Retirement plans