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Sponsor portfolio

IRVING INVESTORS LLC

EIN 27-1522136-investment management-Latest filing 2025
Plans
2
Retirement
2
$792K assets
Welfare
0
Participants
11
205 DETROIT STREET, SUITE 400 - DENVER, CO 80206212-671-1100irvinginvestors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001TraditionalDB-$741K - 6 part#002ProfitSharing-$51K - 5 part

Retirement portfolio analytics

2 plans aggregated / $792K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DEFINED BENEFIT PLAN (#001)94%
  • PROFIT SHARING PLAN (#002)6%
Total $792KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)6
  • PROFIT SHARING PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IRVING INVESTORS, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$741K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IRVING INVESTORS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$51K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IRVING INVESTORS, LLC DEFINED BENEFIT PLANTraditionalDB$741K62025
002IRVING INVESTORS, LLC PROFIT SHARING PLANProfitSharing$51K52024
Retirement plans
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