Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INHERITANCE FUNDING COMPANY, INC
EIN 94-3320550financial servicesLatest filing 2025
Plans
2
Retirement
2
$13.1M assets
Welfare
0
Participants
41
235 MONTGOMERY STREET, SUITE 1035 - SAN FRANCISCO, CA 94104415-782-5259inheritancefunding.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.1M assets / 41 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
IFC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
INHERITANCE FUNDING COMPANY, INC 401(K) PLAN
401k
Assets$4.2M
Participants25
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 | IFC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.9M | 16 | 2024 | |
| 003 | INHERITANCE FUNDING COMPANY, INC 401(K) PLAN | 401k | $4.2M | 25 | 2025 |
Retirement plans