Plan Snapshot
- Plan Sponsor: Inverness Counsel LLC
- Sponsor EIN: 300655125
- Sponsor Address: C/O CORIENT 101 PARK AVENUE, NEW YORK, NY, 10178
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5
- Total Assets: $6,810
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $6,810 | $0 | $0 |
| 2024 | 4 | $11,496 | $0 | $0 |
| 2023 | 4 | $524,876 | $148,358 | $0 |
| 2022 | 28 | $12.7M | $622,530 | $506,873 |
Similar Plans
- Morgan Stanley Domestic Holdings, LLC — 54,084 participants
- Pentegra Services, INC — 9,164 participants
- Blackrock, INC. — 8,882 participants
- Nfp Corp. — 6,644 participants
- Ivyrehab Pt, Ot & Speech PLLC — 6,154 participants
- Morgan Stanley Domestic Holdings, LLC — 5,609 participants