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Sponsor portfolio

INTERVAL HOUSE

EIN 95-3389113-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
84
6615 EAST PACIFIC COAST HIGHWAY, SUITE 170 - LONG BEACH, CA 90803562-594-9492
Plans on this EIN
2 filings
#001403b-$8.6M - 83 part#004401k-$476K - 1 part

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 84 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • INTERVAL HOUSE 403(B) (#001)95%
  • HOUSE 401(A) PLAN (#004)5%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INTERVAL HOUSE 403(B) (#001)83
  • HOUSE 401(A) PLAN (#004)1
Total 84Click 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

INTERVAL HOUSE 403(B) PLAN

403b

Assets$8.6M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

INTERVAL HOUSE 401(A) PLAN

401k

Assets$476K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTERVAL HOUSE 403(B) PLAN403b$8.6M832025
004INTERVAL HOUSE 401(A) PLAN401k$476K12025
Retirement plans
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