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INTERLAKEN CAPITAL, INC. — INTERLAKEN CAPITAL 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240523114006NAL0005257537001
INTERLAKEN CAPITAL, INC.
Form 5500-SF
FILING_RECEIVED
INTERLAKEN CAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
7
Plan assets (EOY)
$14K
Net assets (EOY)
$14K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INTERLAKEN CAPITAL, INC.
.
Find decision makers
Plan sponsor
Name
INTERLAKEN CAPITAL, INC.
EIN
06-1603327
Address
475 STEAMBOAT ROAD · GREENWICH, CT · 06830
Phone
(203) 618-4800
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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