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Original filing (PDF)20251014172311NAL0004648016001
INTERCAM FINANCIAL SERVICES INC
Form 5500
FILING_RECEIVED
INTERCAM FINANCIAL SERVICES INC CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
54% in single holding
Active participants
63
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "CurrentValue2,313" is 54% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERCAM FINANCIAL SERVICES INC.
Plan sponsor
Name
INTERCAM FINANCIAL SERVICES INC
EIN
01-0875110
Address
364 E SAN YSIDRO BLVD · SAN DIEGO, CA · 92173
Phone
(619) 690-0776
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COOPER NORMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CurrentValue2,313 | — | — | $2.3M | $2.3M | 100.0% | |
| Fair Value Measurements at December 31, 2023 Level 1 Level 2 Level 3 Total Mutual funds $ 1,953,977 $ - | — | — | — | $2.0M | 84.5% |
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