How big is Invus Financial Advisors, LLC's plan?

Invus Financial Advisors, LLC's plan reported $6.5M in assets and 15 participants for 2025.

Original filing (PDF)20260508114022NAL0002909299001

Invus Financial Advisors, LLC

Name: Invus Financial Advisors, LLC — Invus Financial, Form 5500 (2025)
Creator: Invus Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invus Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Invus Financial Advisors, LLC's Invus Financial Advisors, LLC 401(k) Plan held $6.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Invus Financial Advisors, LLC's EIN is 20-5712152.

EIN 20-5712152

Plan number 001

Plan year 2025

ACK ID 20260508114022NAL0002909299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Invus Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Invus Financial Advisors, 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 INVUS FINANCIAL ADVISORS, 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

Helping the score