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INSTINCTUAL

EIN 47-4995915-entertainment-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
12
1223 WILSHIRE BLVD., #457 - SANTA MONICA, CA 90403310-359-1801instinctual.laLinkedIn11-50 employeesentertainment
Plans on this EIN
2 filings
#002CashBalance-$3.4M - 6 part#001401k-$805K - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN & TRUST (#002)81%
  • PLAN & TRUST (#001)19%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)6
  • PLAN & TRUST (#001)6
Total 12Click 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

INSTINCTUAL CASH BALANCE PLAN & TRUST

CashBalance

Assets$3.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INSTINCTUAL 401(K) PLAN & TRUST

401k

Assets$805K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INSTINCTUAL CASH BALANCE PLAN & TRUSTCashBalance$3.4M62024
001INSTINCTUAL 401(K) PLAN & TRUST401k$805K62024
Retirement plans
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