Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$2.1M
Filings through .
3 plans aggregated / $4.9M assets / 31 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.
Cash balance
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | INTERVENTIONAL SPECIALTY GROUP RETIREMENT PLAN | Cash balance | $2.3M | 9 | 2025 |
| #001 | INTERVENTIONAL SPECIALTY GROUP 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $2.1M | 12 | 2025 |
| #002 | INTERVENTIONAL SPECIALTY GROUP PROFIT SHARING PLAN | Profit-sharing | $394K | 10 | 2025 |