Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ENGENUITY SYSTEM, INC.
EIN 86-0878614internetLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
29
2165 WEST PECOS ROAD, SUITE 1 - CHANDLER, AZ 85224480-782-5600engenuity.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENGENUITY SYSTEMS, INC. 401(K) PLAN
401k
Assets$3.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ENGENUITY SYSTEM, INC. CASH BALANCE PLAN
CashBalance
Assets$549K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENGENUITY SYSTEMS, INC. 401(K) PLAN | 401k | $3.3M | 16 | 2025 | |
| 002 | ENGENUITY SYSTEM, INC. CASH BALANCE PLAN | CashBalance | $549K | 13 | 2025 |
Retirement plans