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  2. INTRICATE BAY PARTNERS LLC
Sponsor portfolio

INTRICATE BAY PARTNERS LLC

EIN 87-4151107-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
8
1 SOUND SHORE DRIVE, SUITE 301 - GREENWICH, CT 06830203-987-3321
Plans on this EIN
2 filings
#001CashBalance-$2.3M - 4 part#002401k-$325K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PARTNERS LLC PENSION (#001)88%
  • PROFIT SHARING PLAN (#002)12%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS LLC PENSION (#001)4
  • PROFIT SHARING PLAN (#002)4
Total 8Click 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#001

INTRICATE BAY PARTNERS LLC PENSION PLAN

CashBalance

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTRICATE BAY PARTNERS LLC 401(K) PROFIT SHARING PLAN

401k

Assets$325K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTRICATE BAY PARTNERS LLC PENSION PLANCashBalance$2.3M42025
002INTRICATE BAY PARTNERS LLC 401(K) PROFIT SHARING PLAN401k$325K42025
Retirement plans
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