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Sponsor portfolio

ITZSOLD, INC.

EIN 95-4730917-real estate-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
16
440 PACIFIC COAST HIGHWAY - HERMOSA BEACH, CA 90254310-427-2414LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001TraditionalDB-$3.2M - 4 part#002ProfitSharing-$521K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • DEFINED BENEFIT PENSION (#001)86%
  • PROFIT SHARING PLAN (#002)14%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)12
  • DEFINED BENEFIT PENSION (#001)4
Total 16Click 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

ITZSOLD, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ITZSOLD, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$521K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ITZSOLD, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$3.2M42024
002ITZSOLD, INC. PROFIT SHARING PLANProfitSharing$521K122024
Retirement plans
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