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Sponsor portfolio

INTERVENTIONAL SPECIALTY GROUP, INC.

EIN 85-2597843-medical devices-Latest filing 2025
Plans
3
Retirement
3
$4.9M assets
Welfare
0
Participants
31
550 CONGRESSIONAL BLVD STE 350 - CARMEL, IN 46032612-802-1397LinkedIn11-50 employeesmedical devices
Plans on this EIN
3 filings
#003CashBalance-$2.3M - 9 part#001401k-$2.1M - 12 part#002ProfitSharing-$394K - 10 part

Retirement portfolio analytics

3 plans aggregated / $4.9M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • GROUP RETIREMENT PLAN (#003)48%
  • PLAN & TRUST (#001)44%
  • PROFIT SHARING PLAN (#002)8%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)12
  • PROFIT SHARING PLAN (#002)10
  • GROUP RETIREMENT PLAN (#003)9
Total 31Click 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#003

INTERVENTIONAL SPECIALTY GROUP RETIREMENT PLAN

CashBalance

Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

INTERVENTIONAL SPECIALTY GROUP 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

INTERVENTIONAL SPECIALTY GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$394K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003INTERVENTIONAL SPECIALTY GROUP RETIREMENT PLANCashBalance$2.3M92025
001INTERVENTIONAL SPECIALTY GROUP 401(K) PROFIT SHARING PLAN & TRUST401k$2.1M122025
002INTERVENTIONAL SPECIALTY GROUP PROFIT SHARING PLANProfitSharing$394K102025
Retirement plans
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