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Sponsor portfolio

MT. VERNON INVESTMENTS, LP

EIN 75-2840881-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.4M assets
Welfare
0
Participants
24
8111 DOUGLAS AVE. SUITE 900 - DALLAS, TX 75225214-750-7700LinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$5.4M - 24 part

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Retirement#001

MT. VERNON INVESTMENTS 401(K) PLAN

401k

Assets$5.4M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MT. VERNON INVESTMENTS 401(K) PLAN401k$5.4M242025
Retirement plans
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