Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEMBROOKE & IVES, INC.
EIN 13-3405029designLatest filing 2025
Plans
3
Retirement
3
$10.6M assets
Welfare
0
Participants
210
519 EIGHTH AVENUE, 18TH FLOOR - NEW YORK, NY 10018212-995-0555pembrookeandives.comLinkedIn51-200 employeesdesign
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $10.6M assets / 210 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PEMBROOKE & IVES, INC. 401(K) PLAN
401k
Assets$8.9M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PEMBROOKE & IVES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.7M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEMBROOKE & IVES, INC. CASH BALANCE PLAN
CashBalance
Assets$16K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PEMBROOKE & IVES, INC. 401(K) PLAN | 401k | $8.9M | 128 | 2025 | |
| 001 | PEMBROOKE & IVES, INC. PROFIT SHARING PLAN | ProfitSharing | $1.7M | 81 | 2024 | |
| 002 | PEMBROOKE & IVES, INC. CASH BALANCE PLAN | CashBalance | $16K | 1 | 2025 |
Retirement plans