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  2. SOFINNOVA INVESTMENTS, INC.
Sponsor portfolio

SOFINNOVA INVESTMENTS, INC.

EIN 94-3111903-investment management-Latest filing 2025
Plans
2
Retirement
2
$32.7M assets
Welfare
0
Participants
56
3000 SAND HILL ROAD, BLDG. 4,, SUITE 250 - MENLO PARK, CA 94025650-681-8436sofinnova.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filings
#002401k-$31.3M - 56 part#004CashBalance-$1.5M - 0 part

Retirement portfolio analytics

2 plans aggregated / $32.7M assets / 56 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • INC. RETIREMENT PLAN (#002)96%
  • INVESTMENTS, INC. PENSION (#004)4%
Total $32.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)56
Total 56Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOFINNOVA VENTURES, INC. RETIREMENT PLAN

401k

Assets$31.3M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

SOFINNOVA INVESTMENTS, INC. PENSION PLAN

CashBalance

Assets$1.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOFINNOVA VENTURES, INC. RETIREMENT PLAN401k$31.3M562025
004SOFINNOVA INVESTMENTS, INC. PENSION PLANCashBalance$1.5M02024
Retirement plans
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