# Inverness Counsel LLC 401(k) Plan
Source: https://planprovider.pro/companies/inverness-counsel-llc-401k-plan

> Inverness Counsel LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 4

- **Total Assets:** $11,496

## 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.|

| 2024|4|$11,496|$0|$0|

| 2023|4|$524,876|$148,358|$0|

| 2022|28|$12.7M|$622,530|$506,873|

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