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Sponsor portfolio

I&CO GROUP LLC

EIN 47-5106680-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
46
800 THIRD AVENUE, FRNT A, 1574 - NEW YORK, NY 10022917-793-9045
Plans on this EIN
2 filings
#001401k-$1.9M - 18 part#002CashBalance-$952K - 28 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • GROUP LLC 401(K) (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)28
  • GROUP LLC 401(K) (#001)18
Total 46Click 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#001

I&CO GROUP LLC 401(K) PLAN

401k

Assets$1.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

I&CO GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$952K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001I&CO GROUP LLC 401(K) PLAN401k$1.9M182024
002I&CO GROUP LLC CASH BALANCE PLANCashBalance$952K282024
Retirement plans
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