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Sponsor portfolio

INTEGRATED DESIGN, LLC

EIN 14-1989072-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$584K assets
Welfare
0
Participants
14
2617 S MEMORIAL DR, SUITE A AND B - TULSA, OK 74129918-521-9695
Plans on this EIN
2 filings
#002CashBalance-$375K - 7 part#001401k-$209K - 7 part

Retirement portfolio analytics

2 plans aggregated / $584K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • 401(K) RETIREMENT PLAN (#001)36%
Total $584KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • 401(K) RETIREMENT PLAN (#001)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INTEGRATED DESIGN CASH BALANCE PLAN

CashBalance

Assets$375K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTEGRATED DESIGN 401(K) RETIREMENT PLAN

401k

Assets$209K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTEGRATED DESIGN CASH BALANCE PLANCashBalance$375K72024
001INTEGRATED DESIGN 401(K) RETIREMENT PLAN401k$209K72024
Retirement plans
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