Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$303,282
2025 Contributions
$44,076
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $303,282 | $44,076 | $14,692iApproximate average salary by contribution assumption: employee only about $367,300 at 4% or $244,867 at 6%; with 50% employer match about $244,867 at 4% or $163,244 at 6%; with 100% employer match about $183,650 at 4% or $122,433 at 6%. |
| Ivyscale 401(K) Plan | - | 3 | $303,282 | $44,076 | $14,692iApproximate average salary by contribution assumption: employee only about $367,300 at 4% or $244,867 at 6%; with 50% employer match about $244,867 at 4% or $163,244 at 6%; with 100% employer match about $183,650 at 4% or $122,433 at 6%. |
| 2024 | 1 | 2 | $217,270 | $50,882 | $25,441iApproximate average salary by contribution assumption: employee only about $636,025 at 4% or $424,017 at 6%; with 50% employer match about $424,017 at 4% or $282,678 at 6%; with 100% employer match about $318,013 at 4% or $212,008 at 6%. |
| Ivyscale 401(K) Plan | - | 2 | $217,270 | $50,882 | $25,441iApproximate average salary by contribution assumption: employee only about $636,025 at 4% or $424,017 at 6%; with 50% employer match about $424,017 at 4% or $282,678 at 6%; with 100% employer match about $318,013 at 4% or $212,008 at 6%. |
| 2023 | 1 | 2 | $170,027 | $58,303 | $29,152iApproximate average salary by contribution assumption: employee only about $728,788 at 4% or $485,858 at 6%; with 50% employer match about $485,858 at 4% or $323,906 at 6%; with 100% employer match about $364,394 at 4% or $242,929 at 6%. |
| Ivyscale 401(K) Plan | - | 2 | $170,027 | $58,303 | $29,152iApproximate average salary by contribution assumption: employee only about $728,788 at 4% or $485,858 at 6%; with 50% employer match about $485,858 at 4% or $323,906 at 6%; with 100% employer match about $364,394 at 4% or $242,929 at 6%. |