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Sponsor portfolio

INNER VIEW, INC.

EIN 13-3219306-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
10
380 ATLANTIC AVENUE, FLOOR 2 - BROOKLYN, NY 11217212-868-8686
Plans on this EIN
2 filings
#005CashBalance-$838K - 5 part#004401k-$562K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#005)60%
  • PROFIT SHARING PLAN (#004)40%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#005)5
  • PROFIT SHARING PLAN (#004)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

INNER VIEW, INC. CASH BALANCE PLAN

CashBalance

Assets$838K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

INNER VIEW, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$562K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005INNER VIEW, INC. CASH BALANCE PLANCashBalance$838K52024
004INNER VIEW, INC. 401(K) PROFIT SHARING PLAN401k$562K52025
Retirement plans
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