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Filings through Oct 24, 2026.

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Integrated Planning & Investments

EIN 92-1431978-financial services-Latest filing 2025
Plans
1
Retirement
1
$147K assets
Welfare
0
Participants
3
1606 CLOVIS AVE. - CLOVIS, CA 93612559-472-3656integrated-plan.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$147K - 3 part

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Retirement#001

INTEGRATED PLANNING & INVESTMENTS 401(K) PLAN

401(k)

Assets$147K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRATED PLANNING & INVESTMENTS 401(K) PLAN401(k)$147K32025
Retirement plans
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