Sponsor portfolio
IEQ CAPITAL, LLC
EIN 83-3657996financial servicesLatest filing 2024
Plans
1
Retirement
1
$20.7M assets
Welfare
0
Participants
263
950 TOWER LANE, SUITE 1800 - FOSTER CITY, CA 94404650-420-6394ieqcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IEQ CAPITAL 401(K) PLAN | 401k | $20.7M | 263 | 2024 |
Retirement plans