PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Performance Improvement Concepts, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Performance Improvement Concepts, Inc.

EIN 84-1424959-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Health & Benefits
0
Participants
6
1409 N. MAIN STREET - MERIDIAN, ID 83642208-288-0100LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001Cash balance-$4.0M - 3 part#002401(k)-$1.3M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PLAN (#001)$4.0M
  • PROFIT SHARING PLAN (#002)$1.3M
Total $5.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PERFORMANCE IMPROVEMENT CONCEPTS, INC. CASH BALANCE PLAN

Cash balance

Assets$4.0M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

PERFORMANCE IMPROVEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$1.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PERFORMANCE IMPROVEMENT CONCEPTS, INC. CASH BALANCE PLANCash balance$4.0M32025
#002PERFORMANCE IMPROVEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN401(k)$1.3M32025
  • PERFORMANCE IMPROVEMENT CONCEPTS, INC. CASH BALANCE PLAN$4.0M
    #001 · Cash balance · 20253
  • PERFORMANCE IMPROVEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN$1.3M
    #002 · 401(k) · 20253
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica