Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INVESTMENT RETRIEVERS, INC.
EIN 68-0482885financial servicesLatest filing 2024
Plans
2
Retirement
2
$233K assets
Welfare
0
Participants
18
950 GLENN DRIVE SUITE 160 - FOLSOM, CA 95630916-941-8851investment-retrievers.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $233K assets / 18 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#001
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN
401k
Assets$232K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$62
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN | 401k | $232K | 17 | 2024 | |
| 002 | INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $62 | 1 | 2024 |
Retirement plans