Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTEGRATED PENSION DESIGN, INC.
EIN 11-2809283Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
81 LARKFIELD ROAD, SUITE 101 - EAST NORTHPORT, NY 11731631-261-6565
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 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#003
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$995K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN
401k
Assets$693K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN | TraditionalDB | $995K | 5 | 2024 | |
| 002 | INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN | 401k | $693K | 6 | 2024 |
Retirement plans