Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IOPTIMIZE REALTY, INC.
EIN 11-3065809commercial real estateLatest filing 2024
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
11
424 E MAIN ST # 191 - CENTERPORT, NY 117211542631-396-0000ioptimizerealty.comLinkedIn11-50 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M 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
IOPTIMIZE REALTY, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$8.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
IOPTIMIZE REALTY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$204K
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 | IOPTIMIZE REALTY, INC. DEFINED BENEFIT PLAN | TraditionalDB | $8.9M | 5 | 2024 | |
| 002 | IOPTIMIZE REALTY, INC. 401(K) PROFIT SHARING PLAN | 401k | $204K | 6 | 2024 |
Retirement plans