INTEGRITY ASSET MANAGEMENT
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1590 of mapped providers
Assets under administration$5.4B0.0%Market share · rank #1780
Fees received$421,804Median $49,316/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical INTEGRITY ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where INTEGRITY ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by planCode 26 | 4 | $43,084 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 2 | $51,428 | |
Investment managementCode 28 | 1 | $126,136 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $19,877 |
Competitor overlap
Percent of INTEGRITY ASSET MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under INTEGRITY ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BEHRENS AND ASSOCIATES INCCA · 954460624-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under INTEGRITY ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTH AMERICAN PROPERTIES LLCOH · 854273442-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $38M |
GOLDCO DIRECT LLCCA · 453668539-001 | INTERGRITY FINANCIAL CORPORATION | $7M |
BUSINESS TALENT GROUP LLCIL · 270132770-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $126,136 | 9y | - |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $11,503 | 2y | 2 |
PEPPERDINE UNIVERSITYCA · 951644037-001 | $633M | 3,569 | $19,877 | 4y | 1 |
TRAVELPORT, LPGA · 431537250-004 | $290M | 3,374 | $58,139 | 8y | - |
MOD SUPER FAST PIZZA, LLCWA · 262450462-003 | $13M | 3,447 | $75,266 | 7y | 2 |
MATHNASIUM LLCCA · 900088725-001 | $12M | 215 | $44,716 | 8y | - |
BEHRENS AND ASSOCIATES INCCA · 954460624-001 | $8M | 150 | $32,252 | 1y | - |
LARITECH, INC.CA · 954861882-002 | $6M | 143 | $53,915 | 5y | - |
Flag exposure
75.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into INTEGRITY ASSET MANAGEMENT.
- INTEGRITY
- INTEGRITY ASSET MANAGEMENT
- INTEGRITY ASSET MANAGEMENT LLC
- INTEGRITY ASSET MANGEMENT
- INTEGRITY FINANCIAL
- INTEGRITY FINANCIAL CORP
- INTEGRITY FINANCIAL CORPORATION
- INTEGRITY FINANCIAL CORPORATIONI
- INTEGRITY INVESTMENT ADVISORS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for INTEGRITY ASSET MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 37.50% | 1.76% | +35.74 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INTEGRITY ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent