Iii N Investments 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Iii N Investments
  • Sponsor EIN: 464470568
  • Sponsor Address: 4305 N. GARFIELD ST, MIDLAND, TX, 79705
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$2.0M$66,915$49,170
20235$1.8M$55,330$40,856
20224$1.6M$59,220$39,593

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