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Sponsor portfolio

ITZ PHENIX, BUFFALO, CORP

EIN 82-1709788-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$898K assets
Welfare
0
Participants
6
1553 RAVANUSA DR. - HENDERSON, NV 89052702-530-7028
Plans on this EIN
2 filings
#002CashBalance-$462K - 3 part#001401k-$436K - 3 part

Retirement portfolio analytics

2 plans aggregated / $898K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • ITZPB 401(K) (#001)49%
Total $898KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • ITZPB 401(K) (#001)3
Total 6Click 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

ITZPB CASH BALANCE PLAN

CashBalance

Assets$462K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ITZPB 401(K) PLAN

401k

Assets$436K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ITZPB CASH BALANCE PLANCashBalance$462K32024
001ITZPB 401(K) PLAN401k$436K32024
Retirement plans
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