How big is Inventure Holdings, LLC's plan?

Inventure Holdings, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250712214936NAL0020004770001

Inventure Holdings, LLC

Name: Inventure Holdings, LLC — Inventure Holdings, LLC, Form 5500 (2024)
Creator: Inventure Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inventure Holdings, LLC 401(k) P/S Plan

401(k) retirement plan · Inventure Holdings, LLC's Inventure Holdings, LLC 401(k) P/S Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jeremy Mason signed Inventure Holdings, LLC's 2024 Form 5500 as plan administrator.

Jeremy Mason — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Inventure Holdings, LLC's EIN is 27-0580198.

EIN 27-0580198

Plan number 001

Plan year 2024

ACK ID 20250712214936NAL0020004770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Inventure Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

INVENTURE HOLDINGS, LLC

EIN

all filings

Address

740 MERRITT CAPITAL DR · SUITE 121 · WAKE FOREST, NC · 27587

Phone

(410) 490-4258

Industry

Management of Companies / Holdings

Plan administrator