Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE INCENTIVE GROUP INC.
EIN 13-3478164marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
10
399 KNOLLWOOD ROAD SUITE 104 - WHITE PLAINS, NY 10603914-948-0904incentivegroup.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 10 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
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$7.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE INCENTIVE GROUP INC. INCENTIVE SAVINGS TRUST
401k
Assets$4.5M
Participants5
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 | THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $7.5M | 5 | 2025 | |
| 001 | THE INCENTIVE GROUP INC. INCENTIVE SAVINGS TRUST | 401k | $4.5M | 5 | 2025 |
Retirement plans