Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $6.1M assets / 110 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | IMPROVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.2M | 59 | 2025 |
| #001 | IMPROVE GROUP 401(K) P/S PLAN | 401(k) | $2.9M | 51 | 2025 |