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Sponsor portfolio

INTUITIVE CAPITAL GROUP, LLC

EIN 92-1090697-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
390 NE 191TH ST., SUITE 8459 - MIAMI, FL 33179303-587-7521
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 2 part#001401k-$806K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • 401 (K) PLAN (#001)33%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • 401 (K) PLAN (#001)2
Total 4Click 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

INTUITIVE CAPITAL GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTUITIVE CAPITAL GROUP, LLC 401 (K) PLAN

401k

Assets$806K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTUITIVE CAPITAL GROUP, LLC CASH BALANCE PLANCashBalance$1.7M22025
001INTUITIVE CAPITAL GROUP, LLC 401 (K) PLAN401k$806K22025
Retirement plans
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