Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
INVEST WEST MANAGEMENT LLC
EIN 20-4049836real estateLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
109
12503 SE MILL PLAIN BLVD STE 260 - VANCOUVER, WA 986844008360-254-5700iwmhoa.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 109 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#001
INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants54
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$852K
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 54 | 2025 | |
| 002 | INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $852K | 55 | 2024 |
Retirement plans