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Sponsor portfolio

IBE INSURANCE MARKETING, INC.

EIN 45-2040041-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$552K assets
Welfare
0
Participants
8
3055 WILSHIRE BOULEVARD, SUITE 840 - LOS ANGELES, CA 90010213-375-3773LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$522K - 3 part#001401k-$30K - 5 part

Retirement portfolio analytics

2 plans aggregated / $552K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • CASH BALANCE PLAN (#002)95%
  • IBE INSURANCE 401(K) (#001)5%
Total $552KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • IBE INSURANCE 401(K) (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click 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

IBE INSURANCE CASH BALANCE PLAN

CashBalance

Assets$522K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

IBE INSURANCE 401(K) PLAN

401k

Assets$30K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002IBE INSURANCE CASH BALANCE PLANCashBalance$522K32024
001IBE INSURANCE 401(K) PLAN401k$30K52024
Retirement plans
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