How big is Inverness Management LLC's plan?

Inverness Management LLC's plan reported $1.5M in assets and 32 participants for 2025.

Original filing (PDF)20260403120328NAL0003636896001

Inverness Management LLC

Name: Inverness Management LLC — Inverness Management, Form 5500 (2025)
Creator: Inverness Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inverness Management 401(k) Plan

401(k) retirement plan · Inverness Management LLC's Inverness Management 401(k) Plan held $1.5M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Inverness Management LLC's EIN is 57-1155047.

EIN 57-1155047

Plan number 001

Plan year 2025

ACK ID 20260403120328NAL0003636896001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Inverness Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Inverness Management LLC's plan includes profit-sharing, 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 MANAGEMENT LLC.

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Plan health score

Above-average plan

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