Integris, LLC 401(K) Plan — Form 5500 plan (Integris, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Integris, LLC 401(K) Plan is a benefit plan reported by Integris, LLC under EIN 86-3175244 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $23,277,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integris, LLC
EIN
86-3175244
Plan number
001
Plan type
2
Location
Cranbury, NJ
Latest filing year
2023
Participants
628
End-of-year plan assets
$23,277,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023628H, C20250401160238NAL0004122307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,277,021
Total liabilities (EOY)
$0
Net assets (EOY)
$23,277,021
Net assets (BOY)
$1,630,118

Income & contributions

Employer contributions
$1,843,468
Participant contributions
$3,233,464
Total contributions
$7,290,810
Total income / additions
$9,775,048

Expenses & distributions

Benefits paid
$3,074,427
Administrative expenses
$90,648
Total expenses
$3,190,850
Net increase / (decrease)
$6,584,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$60,534$02023
Gallagher Benefit ServicesCONSULTANT$30,113$02023
Td Ameritrade, Inc.SECURITES BROKER$14$02023

Related Form 5500 pages