Original filing (PDF)20250731124015NAL0007082928001

INTESA SANPAOLO IMI SECURITIES CORP.

Name: INTESA SANPAOLO IMI SECURITIES CORP. — INTESA SANPAOLO IMI SECURITIES CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INTESA SANPAOLO IMI SECURITIES CORP.

Form 5500-SF

FILING_RECEIVED

INTESA SANPAOLO IMI SECURITIES CORP. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTESA SANPAOLO IMI SECURITIES CORP..

Plan sponsor

Name

INTESA SANPAOLO IMI SECURITIES CORP.

EIN

13-3380760

Address

ONE WILLIAM STREET · NEW YORK, NY · 10004

Phone

(212) 326-1118

Industry

Finance & Insurancesee all

Plan administrator

Name

INTESA SANPAOLO IMI SECURITIES CORP.

EIN

13-3380760

City

NEW YORK, NY

Phone

(212) 326-1118

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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