Sponsor portfolio
INVERNESS GRAHAM INVESTMENTS INC
EIN 23-2867994Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$10.5M assets
Welfare
0
Participants
77
1275 DRUMMERS LANE, SUITE 300 - WAYNE, PA 19087610-722-0300
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVERNESS GRAHAM INVESTMENTS INC 401(K) PLAN | 401k | $10.5M | 77 | 2025 |
Retirement plans