Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTERSTATE TD INVESTMENTS, LLC
EIN 65-1195108investment bankingLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 19 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#004
INTERSTATE TD INVESTMENTS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
INTERSTATE TD INVESTMENTS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | INTERSTATE TD INVESTMENTS, LLC PROFIT SHARING PLAN | ProfitSharing | $2.7M | 13 | 2024 | |
| 003 | INTERSTATE TD INVESTMENTS, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 6 | 2024 |
Retirement plans