How big is Inverness, LLC's plan?

Inverness, LLC's plan reported $594K in assets and 5 participants for 2024.

Original filing (PDF)20250409112905NAL0012156419001

Inverness, LLC

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

Form 5500-SF

FILING_RECEIVED

Inverness 401(k) Plan

401(k) retirement plan · Inverness, LLC's Inverness 401(k) Plan held $594K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

People on this filing

Miles Ewbank signed Inverness, LLC's 2024 Form 5500 as plan administrator.

Miles Ewbank — 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, LLC's EIN is 86-0810781.

EIN 86-0810781

Plan number 001

Plan year 2024

ACK ID 20250409112905NAL0012156419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Inverness, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score