Integra Realty Resources 401(k) Retirement Plan
Sponsored by Integra Realty Resources, Inc · EIN 582471341 · Plan #333
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 128
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $101,902 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $101,902 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $40,000 |
| Pinnacle Financial Services, Inc. | Other fees | $25,613 |
| Integra Realty Resources Inc | Other fees | $24,000 |