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Sponsor portfolio

IWI PROMOTIONS INC.

EIN 47-3321691-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
6
216 MT. HERMON RD, SUITE E-302 - SCOTTS VALLEY, CA 95066888-641-4438
Plans on this EIN
2 filings
#002TraditionalDB-$3.3M - 3 part#001401k-$640K - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PLAN & TRUST (#002)84%
  • PLAN & TRUST (#001)16%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)3
  • PLAN & TRUST (#001)3
Total 6Click 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

IWI PROMOTIONS DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

IWI PROMOTIONS 401(K) PLAN & TRUST

401k

Assets$640K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002IWI PROMOTIONS DEFINED BENEFIT PLAN & TRUSTTraditionalDB$3.3M32025
001IWI PROMOTIONS 401(K) PLAN & TRUST401k$640K32025
Retirement plans
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