Sponsor portfolio
INNIVEE STRATEGIES
EIN 84-5033052non-profit organization managementLatest filing 2025
Plans
1
Retirement
1
$540K assets
Welfare
0
Participants
5
7500 MONTPELIER ROAD, SUITE 110 - LAUREL, MD 20723301-318-1483inniveestrategies.comLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INNIVEE STRATEGIES 401(K) PLAN | 401k | $540K | 5 | 2025 |
Retirement plans