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Sponsor portfolio

INTEGRATED SOLUTIONS FOR BENEFITS & INSURANCE SERVICES LLC

EIN 84-4638324-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$548K assets
Welfare
0
Participants
5
950 W. VALLEY RD., SUITE 2900 - HOOKSETT, NH 03106215-779-0155
Plans on this EIN
2 filings
#002CashBalance-$537K - 2 part#001401k-$11K - 3 part

Retirement portfolio analytics

2 plans aggregated / $548K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CASH BALANCE PLAN (#002)98%
  • SERVICES, LLC 401(K) (#001)2%
Total $548KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LLC 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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

INTEGRATED SOLUTIONS FOR BENEFITS & INSURANCE SERVICES LLC CASH BALANCE PLAN

CashBalance

Assets$537K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

INTEGRATED SOLUTIONS FOR BENEFITS & INSURANCE SERVICES, LLC 401(K) PLAN

401k

Assets$11K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTEGRATED SOLUTIONS FOR BENEFITS & INSURANCE SERVICES LLC CASH BALANCE PLANCashBalance$537K22025
001INTEGRATED SOLUTIONS FOR BENEFITS & INSURANCE SERVICES, LLC 401(K) PLAN401k$11K32025
Retirement plans
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