Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTELLECTUAL CAPITAL INVESTMENT, LLC
EIN 45-2693568Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
45
1001 AVENUE OF THE AMERICAS - NEW YORK, NY 10018212-868-5781
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 45 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#002
INTELLECTUAL CAPITAL INVESTMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INTELLECTUAL CAPITAL INVESTMENT PROFIT SHARING PLAN
ProfitSharing
Assets$905K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INTELLECTUAL CAPITAL INVESTMENT, LLC CASH BALANCE PLAN | CashBalance | $2.5M | 20 | 2025 | |
| 001 | INTELLECTUAL CAPITAL INVESTMENT PROFIT SHARING PLAN | ProfitSharing | $905K | 25 | 2024 |
Retirement plans