Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IZA & SONS INC
EIN 13-3122443consumer goodsLatest filing 2024
Plans
2
Retirement
2
$930K assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $930K assets / 8 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#002
IZA & SONS INC MONEY PURCHASE PENSION PLAN
ProfitSharing
Assets$558K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
IZA & SONS INC MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$372K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IZA & SONS INC MONEY PURCHASE PENSION PLAN | ProfitSharing | $558K | 4 | 2024 | |
| 001 | IZA & SONS INC MONEY PURCHASE PENSION PLAN | MoneyPurchase | $372K | 4 | 2024 |
Retirement plans