Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $29.3M assets / 147 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | INTESA SANPAOLO IMI SECURITIES CORP. 401(K) RETIREMENT PLAN | 401(k) | $19.3M | 73 | 2025 |
| #003 | INTESA SANPAOLO IMI SECURITIES CORP. PROFIT SHARING PLAN | Profit-sharing | $9.9M | 74 | 2025 |