Sponsor portfolio
INVESTMENT PLACEMENT GROUP
EIN 95-3858016financial servicesLatest filing 2024
Plans
1
Retirement
1
$9.7M assets
Welfare
0
Participants
54
501 W. BROADWAY SUITE 1350 - SAN DIEGO, CA 92101619-326-1260investipg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTMENT PLACEMENT GROUP 401(K) PROFIT SHARING PLAN | 401k | $9.7M | 54 | 2024 |
Retirement plans