Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTERSTATE TAX CORPORATION
EIN 06-1286216financial servicesLatest filing 2024
Plans
2
Retirement
2
$769K assets
Welfare
0
Participants
4
83 EAST AVE STE 110 - NORWALK, CT 068514902203-854-0704interstatetaxcorp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $769K assets / 4 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
INTERSTATE TAX CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$400K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTERSTATE TAX CORPORATION MONEY PURCHASE PLAN
MoneyPurchase
Assets$369K
Participants2
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 | INTERSTATE TAX CORPORATION PROFIT SHARING PLAN | ProfitSharing | $400K | 2 | 2024 | |
| 002 | INTERSTATE TAX CORPORATION MONEY PURCHASE PLAN | MoneyPurchase | $369K | 2 | 2024 |
Retirement plans