Original filing (PDF)20250415151556NAL0001506547001

INVISION HUMAN SERVICES

Name: INVISION HUMAN SERVICES — INVISION HUMAN SERVICES RETIREMENT PLAN, Form 5500 (2023)
Creator: INVISION HUMAN SERVICES

Form 5500

FILING_RECEIVED

INVISION HUMAN SERVICES RETIREMENT PLAN

401(k) retirement plan

Signals · 2

~92 bps in Sched C feesNo recordkeeper disclosed

Active participants

385

Accounts w/ balance

477

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

92 bps in Schedule C fees — 217% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVISION HUMAN SERVICES.

Plan sponsor

Name

INVISION HUMAN SERVICES

EIN

27-2934090

Address

12450 PERRY HIGHWAY · WEXFORD, PA · 15090

Phone

(724) 933-5100

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HILL, BARTH & KING, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$107K	—
DEFINITI LLC	85-0833363	—	CONTRACT ADMINISTRATOR	$39K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT AD VISORY	$0	—

Investments

2 pooled funds· $150K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$142K

1 holding

Pooled Separate Account

$8K

1 holding

Investment	Type	Current value	% of plan
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	$142K	0.9%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$8K	<0.1%