Inter Valley Escrow, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Inter Valley Escrow, INC.
  • Sponsor EIN: 954224700
  • Sponsor Address: 516 BURCHETT STREET, GLENDALE, CA, 91203
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $4.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$4.7M$18$162,927
202326$4.2M$0$182,711
202231$3.5M$78,890$236,442

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