· 2022–2024 · DOL EFAST2

INVESTA MANAGEMENT COMPANY, LLC — INVESTA MANAGEMENT COMPANY, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250722065517NAL0002633184001

INVESTA MANAGEMENT COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

INVESTA MANAGEMENT COMPANY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

15

Accounts w/ balance

7

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

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

46

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

INVESTA MANAGEMENT COMPANY, LLC

EIN

20-0251230

Address

2451 SCHUETZ ROAD · MARYLAND HEIGHTS, MO · 63043

Phone

(314) 569-3005

Industry

Transportation & Warehousingsee all

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

DEPENDABLE TRUCKING INC

DEPENDABLE TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST

$156K · 67 participants

ALR BUSINESS SERVICE, INC.

ALR BUSINESS SERVICE, INC. 401(K) PROFIT SHARING PLAN

$155K · 3 participants

CENTRAL STATES SAFETY & DRIVER TRAINING, LLC

CENTRAL STATES SAFETY & DRIVER TRAINING, LLC SAFE HARBOR 401(K) PLAN

$153K · 4 participants

JANL 401(K) PLAN

$153K · 59 participants

WESTSIDE/HOWELL MILL COMMUNITY IMPROVEMENT DISTRICT

WESTSIDE/HOWELL MILL COMMUNITY IMPROVEMENT DISTRICT 401(K) PLAN

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