How big is Invata, LLC's plan?

Invata, LLC's plan reported $5.9M in assets and 79 participants for 2023.

Original filing (PDF)20240816135122NAL0014636113001

Invata, LLC

Name: Invata, LLC — Invata, LLC Retirement Plan, Form 5500 (2023)
Creator: Invata, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invata, LLC Retirement Plan

401(k) retirement plan · Invata, LLC's Invata, LLC Retirement Plan held $5.9M in plan assets for 79 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Invata, LLC's EIN is 23-2474537.

EIN 23-2474537

Plan number 001

Plan year 2023

ACK ID 20240816135122NAL0014636113001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Invata, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Invata, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

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

Plan sponsor

Name

INVATA, LLC

EIN

all filings

Address

PO BOX 405 · 425 FAYETTE ST · CONSHOHOCKEN, PA · 19428

Phone

(610) 397-1050

Industry

Software Publishers· Information / Tech / Media

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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