Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Inversion Management, Inc.
EIN 87-2046918Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$309K assets
Welfare
0
Participants
9
4 MCCART CT - TIBURON, CA 94920617-470-5076
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $309K assets / 9 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
INVERSION MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$231K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INVERSION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$78K
Participants6
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 | INVERSION MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $231K | 3 | 2025 | |
| 002 | INVERSION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $78K | 6 | 2025 |
Retirement plans