# Interstate Td Investments, LLC DC Plan
Source: https://planprovider.pro/companies/interstate-td-investments-llc-plan-004

> Interstate Td Investments, LLC's DC plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Interstate Td Investments, LLC

- **Sponsor EIN:** 651195108

- **Sponsor Address:** 6085 KING DR., #102, VENTURA, CA, 93003

- **Plan Type:** DC

- **Total Participants:** 10

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10|$2.7M|$70,001|$0|

| 2023|11|$2.4M|$50,000|$0|

| 2022|12|$2.3M|$100,000|$0|

## Similar Plans

- [Strathspey Crown Limited, LLC](https://planprovider.pro/companies/strathspey-crown-limited-llc-401k-plan) — 10 participants

- [Sfe Investment Counsel, INC.](https://planprovider.pro/companies/sfe-investment-counsel-inc-401k-plan) — 10 participants

- [Clearlight Partners Management, LLC](https://planprovider.pro/companies/clearlight-partners-management-llc-401k-plan) — 10 participants

- [Three Bridge Wealth Advisors, LLC](https://planprovider.pro/companies/three-bridge-wealth-advisors-llc-plan) — 10 participants

- [Skba Capital Management, LLC](https://planprovider.pro/companies/skba-capital-management-llc-401k-plan) — 10 participants

- [Nrps LLC](https://planprovider.pro/companies/nrps-llc-plan) — 10 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/interstate-td-investments-llc-plan-004)

© 2026 PlanProvider.Pro