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Sponsor portfolio

INSTALAN SYSTEMS, INC.

EIN 27-2906983-Information-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
13
4630 KANE CT - FREMONT, CA 94538510-440-1010
Plans on this EIN
2 filings
#002CashBalance-$591K - 6 part#001401k-$579K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CASH BALANCE PLAN (#002)50%
  • INC. 401K PLAN (#001)50%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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

INSTALAN SYSTEMS, INC. CASH BALANCE PLAN

CashBalance

Assets$591K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INSTALAN SYSTEMS, INC. 401K PLAN

401k

Assets$579K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INSTALAN SYSTEMS, INC. CASH BALANCE PLANCashBalance$591K62024
001INSTALAN SYSTEMS, INC. 401K PLAN401k$579K72024
Retirement plans
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