Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTERCAM FINANCIAL SERVICES INC
EIN 01-0875110management consultingLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
245
364 E SAN YSIDRO BOULEVARD - SAN DIEGO, CA 92173619-690-0776LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 245 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTERCAM FINANCIAL SERVICES RETIREMENT TRUST
401k
Assets$3.7M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTERCAM FINANCIAL SERVICES INC CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERCAM FINANCIAL SERVICES RETIREMENT TRUST | 401k | $3.7M | 91 | 2024 | |
| 002 | INTERCAM FINANCIAL SERVICES INC CASH BALANCE PLAN | CashBalance | $2.3M | 154 | 2024 |
Retirement plans