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  2. BACKLUND INVESTMENT CO
Sponsor portfolio

BACKLUND INVESTMENT CO

EIN 37-0898008-information technology and services-Latest filing 2024
Plans
2
Retirement
2
$65.8M assets
Welfare
0
Participants
433
4818 NORTH PROSPECT ROAD - PEORIA HEIGHTS, IL 61616309-243-1040LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filings
#003401k-$42.8M - 216 part#004ESOP-$23.0M - 217 part

Retirement portfolio analytics

2 plans aggregated / $65.8M assets / 433 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • SHARING & 401(K) (#003)65%
  • PLAN AND TRUST (#004)35%
Total $65.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • EPIC RETIREMENT PLAN SERVICES100%
Total $65.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)217
  • SHARING & 401(K) (#003)216
Total 433Click 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#003

BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN

401k

Assets$42.8M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BACKLUND INVESTMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$23.0M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN401k$42.8M2162024
004BACKLUND INVESTMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$23.0M2172024
Retirement plans
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