How big is Invex, LLC's plan?

Invex, LLC's plan reported $3.6M in assets and 33 participants for 2024.

Original filing (PDF)20250606111739NAL0021188048001

Invex, LLC

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

Form 5500-SF

FILING_RECEIVED

Invex 401(k) Plan

401(k) retirement plan · Invex, LLC's Invex 401(k) Plan held $3.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Invex, LLC's EIN is 06-1334449.

EIN 06-1334449

Plan number 001

Plan year 2024

ACK ID 20250606111739NAL0021188048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INVEX, LLC

EIN

all filings

Address

2 ALHAMBRA PLAZA · SUITE PH II · CORAL GABLES, FL · 33134

Phone

(786) 425-1717

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Ceros Financial Services, Inc.

Ceros Financial 401(k) Plan

$3.6M · 25 participants

Ballast, Inc.

Ballast, Inc. 401(k) Plan

$3.5M · 12 participants

Certuity, LLC

Certuity,Safe Harbor 401(k) Plan

$3.6M · 5 participants

Station Capital, Inc.

Station Capital, Inc. Retirement Plan

$3.6M · 7 participants

Butler Financial, Ltd.

Butler Financial, Ltd. 401(k) Profit Sharing Plan

$3.6M · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.