Sponsor portfolio
IVY EQUITIES II LLC
EIN 26-0520136investment bankingLatest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
3
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 | IVY EQUITIES II LLC DEFINED BENEFIT PENSION PLAN AND TRUST (FBO RUSSELL F. WARREN, JR.) | TraditionalDB | $3.2M | 3 | 2025 |
Retirement plans