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Sponsor portfolio

INTERSTATE BATTERY SYSTEMS OF SARASOTA

EIN 59-2927575-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
21
8241 BLAIKIE CT. - SARASOTA, FL 34240941-377-5068
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 10 part#001401k-$1.3M - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • PROFIT SHARING PLAN (#001)34%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click 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

INTERSTATE BATTERIES CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTERSTATE BATTERIES OF SARASOTA 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTERSTATE BATTERIES CASH BALANCE PLANCashBalance$2.4M102024
001INTERSTATE BATTERIES OF SARASOTA 401(K) PROFIT SHARING PLAN401k$1.3M112024
Retirement plans
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