Back to filter
Original filing (PDF)20240816135122NAL0014636113001
INVATA, LLC
Form 5500-SF
FILING_RECEIVED
INVATA, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
64
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVATA, LLC.
Plan sponsor
Name
INVATA, LLC
EIN
23-2474537
Address
PO BOX 405 · 425 FAYETTE ST · CONSHOHOCKEN, PA · 19428
Phone
(610) 397-1050
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Software Publishers plans
RURAL COMPUTER CONSULTANTS, INC.
RCC 401(K) SAFE HARBOR PLAN
$5.9M · 66 participants
JOBNIMBUS, LLC
JOBNIMBUS 401(K) PLAN
$5.9M · 201 participants
COBALT LABS INC
COBALT LABS 401(K) PLAN
$6.0M · 94 participants
STARTEX SOFTWARE LLC
STARTEX SOFTWARE LLC 401(K) PROFIT SHARING PLAN & TRUST
$5.9M · 65 participants
ZYLO, INC.
ZYLO 401(K) PLAN
$6.0M · 116 participants
DEALPATH, INC.
DEALPATH 401(K) PLAN
$5.9M · 75 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B