· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INVESTURE, LLC — INVESTURE, LLC RETIREMENT AND PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611090211NAL0026922880001
INVESTURE, LLC
Form 5500-SF
FILING_RECEIVED
INVESTURE, LLC RETIREMENT AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
59
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INVESTURE, LLC
.
Find decision makers
Plan sponsor
Name
INVESTURE, LLC
EIN
20-0456218
Address
240 W MAIN STREET · STE 500 · CHARLOTTESVILLE, VA · 22902
Phone
(434) 220-0280
Industry
Finance & Insurance
see 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
2025-06-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PENNANTPARK INVESTMENT ADVISERS, LLC.
PENNANTPARK 401(K) RETIREMENT SAVINGS PLAN
$15.9M · 77 participants
KEEL POINT, LLC
KEEL POINT, LLC 401(K) PLAN
$15.9M · 72 participants
MENDEL MONEY MANAGEMENT, INC.
MENDEL MONEY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$15.9M · 5 participants
HARVARD INVESTMENTS, INC. 401 (K) PLAN
HARVARD INVESTMENTS, INC. 401 (K) PLAN
$15.9M · 20 participants
AKRE CAPITAL MANAGEMENT
AKRE CAPITAL MANAGEMENT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$15.9M · 14 participants
OLYMPUS U.S. MANAGEMENT LLC
OLYMPUS U.S. MANAGEMENT LLC 401(K) PLAN
$15.9M · 6 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
