I Squared Capital Advisors (Us) LLC
Plan context: I SQUARED 401(K) PLAN
EIN 41-2281782 • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
160
2024 Assets
$7,861,067
2024 Contributions
$1,104,281
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 160 | $0 | $0 | - |
| I Squared Capital Advisors (Us) LLC Health and Welfare Plan | - | 160 | - | - | - |
| 2023 | 2 | 140 | $7,861,067 | $1,104,281 | $7,888iApproximate average salary by contribution assumption: employee only about $197,193 at 4% or $131,462 at 6%; with 50% employer match about $131,462 at 4% or $87,641 at 6%; with 100% employer match about $98,597 at 4% or $65,731 at 6%. |
| I SQUARED 401(K) PLAN | - | 140 | $7,861,067 | $1,104,281 | $7,888iApproximate average salary by contribution assumption: employee only about $197,193 at 4% or $131,462 at 6%; with 50% employer match about $131,462 at 4% or $87,641 at 6%; with 100% employer match about $98,597 at 4% or $65,731 at 6%. |
| I Squared Capital Advisors (Us) LLC Health and Welfare Plan | - | 133 | - | - | - |
| 2022 | 1 | 129 | $5,855,397 | $1,661,020 | $12,876iApproximate average salary by contribution assumption: employee only about $321,903 at 4% or $214,602 at 6%; with 50% employer match about $214,602 at 4% or $143,068 at 6%; with 100% employer match about $160,952 at 4% or $107,301 at 6%. |
| I SQUARED 401(K) PLAN | - | 129 | $5,855,397 | $1,661,020 | $12,876iApproximate average salary by contribution assumption: employee only about $321,903 at 4% or $214,602 at 6%; with 50% employer match about $214,602 at 4% or $143,068 at 6%; with 100% employer match about $160,952 at 4% or $107,301 at 6%. |
| 2021 | 1 | 113 | $5,263,945 | $39,143 | $346iApproximate average salary by contribution assumption: employee only about $8,660 at 4% or $5,773 at 6%; with 50% employer match about $5,773 at 4% or $3,849 at 6%; with 100% employer match about $4,330 at 4% or $2,887 at 6%. |
| I SQUARED 401(K) PLAN | - | 113 | $5,263,945 | $39,143 | $346iApproximate average salary by contribution assumption: employee only about $8,660 at 4% or $5,773 at 6%; with 50% employer match about $5,773 at 4% or $3,849 at 6%; with 100% employer match about $4,330 at 4% or $2,887 at 6%. |