What public Form 5500 filings show about the Inn Ventures IVI, LP 401(k) plan — and how to find and check your own account.
Inn Ventures IVI, LP (EIN 82-2983870) reports INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $16.9M in plan assets across 1,822 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Inn Ventures IVI, LP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Inn Ventures IVI, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SD MAYER ASSOCIATES, MORGAN STANLEY GLOBAL, LANE GORMAN TRUBITT, ROCKEFELLER CAPITAL MANAGEMENT.
