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Sponsor portfolio

INCITE INFORMATICS, LLC

EIN 01-0944335-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
23
186 E. MAIN STREET, SUITE 201 - NORTHVILLE, MI 48167248-573-7333
Plans on this EIN
2 filings
#001401k-$2.0M - 19 part#002CashBalance-$566K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • INFORMATICS RETIREMENT PLAN (#001)78%
  • CASH BALANCE PLAN (#002)22%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INFORMATICS RETIREMENT PLAN (#001)19
  • CASH BALANCE PLAN (#002)4
Total 23Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INCITE INFORMATICS RETIREMENT PLAN

401k

Assets$2.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INCITE INFORMATICS CASH BALANCE PLAN

CashBalance

Assets$566K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INCITE INFORMATICS RETIREMENT PLAN401k$2.0M192025
002INCITE INFORMATICS CASH BALANCE PLANCashBalance$566K42025
Retirement plans
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