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Sponsor portfolio

ITAMCAP LLC

EIN 82-4609934-legal services-Latest filing 2024
Plans
2
Retirement
2
$941K assets
Welfare
0
Participants
19
104 CRANDON BLVD SUITE 400-A - KEY BISCAYNE, FL 33149305-812-5512itamcap.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002CashBalance-$636K - 8 part#001401k-$305K - 11 part

Retirement portfolio analytics

2 plans aggregated / $941K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PENSION (#002)68%
  • SHARING PLAN TRUST (#001)32%
Total $941KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#001)11
  • CASH BALANCE PENSION (#002)8
Total 19Click 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

ITAMCAP LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$636K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ITAMCAP 401(K) PROFIT SHARING PLAN TRUST

401k

Assets$305K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ITAMCAP LLC CASH BALANCE PENSION PLANCashBalance$636K82024
001ITAMCAP 401(K) PROFIT SHARING PLAN TRUST401k$305K112024
Retirement plans
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