Retirement plan

INTEGRITY INSURANCE GROUP 401(K)

Name: INTEGRITY INSURANCE GROUP, INC. - INTEGRITY INSURANCE GROUP 401(K) (2025) Form 5500
Creator: INTEGRITY INSURANCE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRITY INSURANCE GROUP 401(K), INTEGRITY INSURANCE GROUP, INC.

INTEGRITY INSURANCE GROUP, INC.EIN 45-1846226Plan #001PY 2025

449 REEDY ROAD - CONWAY, AR 72034501-581-0000integrityinsurancear.comLinkedIn11-50 employeesinsurance

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$361K

+53.0% from 2024

Total participants

+15.0% from 2024

Average account balance

$16,392

+32.1% from 2024

Annual return

19.95%

+7.52 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$361K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$16K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$336

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$528 / participant

Other / not subdivided$7K100.0%

% of EOY assets

2.048%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,392

$212,386-92.3%

$199,883-91.8%

$138,895-88.2%

Participation rate

92.9%

87.4%+5.5pp

86.8%+6.1pp

79.9%+12.9pp

Annual return

19.95%

47.75%-27.8pp

43.81%-23.9pp

145.39%-125.4pp

Employer contribution / active EE

$1,278

$6,625-80.7%

$6,261-79.6%

$4,194-69.5%

Participant deferral / active EE

$4,282

$9,617-55.5%

$9,138-53.1%

$6,396-33.0%

Admin fee / account holder

$336

$18,233-98.2%

$17,268-98.1%

$12,562-97.3%

INTEGRITY INSURANCE GROUP 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRITY INSURANCE GROUP 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion