Original filing (PDF)20250422145952NAL0002914675001

INVITE HEALTH, INC.

Name: INVITE HEALTH, INC. — INVITE HEALTH, INC. PROFIT SHARING PLAN II, Form 5500 (2024)
Creator: INVITE HEALTH, INC.

Form 5500-SF

FILING_RECEIVED

INVITE HEALTH, INC. PROFIT SHARING PLAN II

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVITE HEALTH, INC..

Plan sponsor

Name

INVITE HEALTH, INC.

EIN

13-3910980

Address

136 OAK DRIVE · SYOSSET, NY · 11791

Phone

(516) 506-7800

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-06

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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