Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
INTERMOUNTAIN SALES & MARKETING, INC.
EIN 75-2971109constructionLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 25 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#001
INTERMOUNTAIN SALES & MARKETING, INC. 401(K) PROFIT-SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTERMOUNTAIN SALES & MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$894K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERMOUNTAIN SALES & MARKETING, INC. 401(K) PROFIT-SHARING PLAN AND TRUST | 401k | $1.1M | 16 | 2024 | |
| 002 | INTERMOUNTAIN SALES & MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $894K | 9 | 2024 |
Retirement plans