Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INVESTMENT CONSULTING SERVICES, LLC
EIN 32-0016703financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
226
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 226 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#001
INVESTMENT CONSULTING SERVICES POOLED EMPLOYER PLAN
401k
Assets$6.1M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INVESTMENT CONSULTING SERVICES, LLC PROFIT SHARING 401(K) PLAN
401k
Assets$589K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTMENT CONSULTING SERVICES POOLED EMPLOYER PLAN | 401k | $6.1M | 222 | 2025 | |
| 002 | INVESTMENT CONSULTING SERVICES, LLC PROFIT SHARING 401(K) PLAN | 401k | $589K | 4 | 2025 |
Retirement plans