AUMdb

Integra Financial Services Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Integra Financial Services Llc · EIN 275276229 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
104
With balances
122

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nfp Retirement Investment advisory (participants) $22,950