AUMdb

Integris, Llc 401(k) Plan

Sponsored by Integris, Llc · EIN 863175244 · Plan #001

Total assets
$30.4M
Net assets
$30.4M
Active participants
575
With balances
639

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $71,000
Gallagher Benefit Services Recordkeeping, Trustee (institutional), Other services $51,550