Original filing (PDF)20250409111152NAL0037550050001

INVEMED ASSOCIATES LLC

Name: INVEMED ASSOCIATES LLC — INVEMED ASSOCIATES LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: INVEMED ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

INVEMED ASSOCIATES LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

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 INVEMED ASSOCIATES LLC.

Plan sponsor

Name

INVEMED ASSOCIATES LLC

EIN

13-4046057

Address

375 PARK AVENUE · NEW YORK, NY · 10152

Phone

(212) 421-2500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

2F · ERISA section 404(c)

2J · 401(k) feature

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

H.C. WAINWRIGHT & CO. LLC

H.C. WAINWRIGHT & CO. LLC 401(K) PLAN

$8.7M · 93 participants

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC. 401(K) & PROFIT SHARING PLAN

$8.6M · 53 participants

EXCO NOONAN PENSION PLAN LLC

EXCO NOONAN INC. PENSION PLAN

$8.9M · 7 participants

PLANNINGTEAM, INC.

PLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP

$8.9M · 13 participants

FIRST TRYON SECURITIES, LLC

FIRST TRYON SECURITIES 401(K) PROFIT SHARING PLAN