Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $85.1M assets / 773 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | IAVI 403(B) RETIREMENT PLAN | 403(b) | $75.4M | 483 | 2025 |
| #002 | IAVI 401(A) RETIREMENT PLAN | Profit-sharing | $9.7M | 290 | 2025 |