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Sponsor portfolio

IN + FORM DESIGN, INC.

EIN 30-0135574-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
30
1347 KAPIOLANI BLVD, SUITE 401 - HONOLULU, HI 96814808-946-3676
Plans on this EIN
2 filings
#001401k-$4.0M - 22 part#002CashBalance-$759K - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • 401(K) RETIREMENT Savings (#001)84%
  • CASH BALANCE PENSION (#002)16%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)22
  • CASH BALANCE PENSION (#002)8
Total 30Click 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#001

IN + FORM DESIGN, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$4.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IN+FORM DESIGN, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$759K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IN + FORM DESIGN, INC. 401(K) RETIREMENT SAVINGS PLAN401k$4.0M222024
002IN+FORM DESIGN, INC. CASH BALANCE PENSION PLANCashBalance$759K82024
Retirement plans
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