How big is Inverness Partners' plan?

Inverness Partners' plan reported $607K in assets and 23 participants for 2024.

Original filing (PDF)20250407142048NAL0032902914001

Inverness Partners

Name: Inverness Partners — Inverness Partners 401(k) Plan, Form 5500 (2024)
Creator: Inverness Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inverness Partners 401(k) Plan

401(k) retirement plan · Inverness Partners' Inverness Partners 401(k) Plan held $607K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

People on this filing

Tammy Dunbar signed Inverness Partners' 2024 Form 5500 as plan administrator.

Tammy Dunbar — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Inverness Partners' EIN is 36-3796212.

EIN 36-3796212

Plan number 001

Plan year 2024

ACK ID 20250407142048NAL0032902914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Inverness Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Inverness Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVERNESS PARTNERS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off