Sponsor portfolio

INCA INVESTMENTS, LLC

EIN 22-3899123investment managementLatest filing 2025

Plans

Retirement

$3.1M assets

Welfare

Participants

78 SW 7TH ST., SUITE 800 - MIAMI, FL 33130305-722-4307incainvestments.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$3.1M - 11 part

Plan deep-dives

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Retirement#002

INCA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN AND TRUST II

401k

Assets$3.1M

Participants11

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	INCA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN AND TRUST II	401k	$3.1M	11	2025

Retirement plans