Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVEY ENGINEERING, INC.
EIN 33-0860901mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$980K assets
Welfare
0
Participants
23
8330 JUNIPER CREEK LANE - SAN DIEGO, CA 92126858-587-2874iveyengineering.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $980K assets / 23 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 ENGINEERING, INC. 401(K) PLAN
401k
Assets$868K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
IVEY ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$112K
Participants12
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 ENGINEERING, INC. 401(K) PLAN | 401k | $868K | 11 | 2024 | |
| 001 | IVEY ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $112K | 12 | 2025 |
Retirement plans