Back to filter
Original filing (PDF)20250718164129NAL0002121249002
INVOSURG, INC.
Form 5500-SF
FILING_RECEIVED
INVOSURG, INC. 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
25
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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 INVOSURG, INC..
Plan sponsor
Name
INVOSURG, INC.
EIN
27-1916234
Address
410 BOSTON POST ROAD, SUITE 21 · SUDBURY, MA · 017763034
Phone
(617) 470-9950
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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 Retail Trade plans
SOUTHLAND MEDICAL, LLC
SOUTHLAND MEDICAL, LLC CASH BALANCE PLAN
$5.1M · 11 participants
PAT MOONEY, INC.
PAT MOONEY, INC. 401(K) PLAN
$5.1M · 31 participants
WEISS NORTH AMERICA, INC.
WEISS NORTH AMERICA, INC. 401(K) PLAN
$5.0M · 78 participants
AMERICAN WINDOW INDUSTRIES, INC.
AMERICAN WINDOW INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$5.0M · 8 participants
CRAFTY, LLC
CRAFTY 401(K) PLAN
$5.0M · 229 participants
BIOPIONEER INC.
BIOPIONEER INC. 401(K) PROFIT SHARING PLAN
$5.0M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B