Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVEY PROMOTIONS, LLC
EIN 26-3308264computer softwareLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
14
3030 WALNUT CREEK DR, - ALPHARETTA, GA 30005678-234-3338iveypromotions.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 14 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
IVEY PROMOTIONS, LLC 401(K) PLAN
401k
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
IVEY PROMOTIONS LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | IVEY PROMOTIONS, LLC 401(K) PLAN | 401k | $2.2M | 11 | 2025 | |
| 004 | IVEY PROMOTIONS LLC CASH BALANCE PLAN | CashBalance | $1.2M | 3 | 2025 |
Retirement plans