Raymond Herron signed Invision Human Services' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Invision Human Services' EIN is 27-2934090.
Download the official 2023 Form 5500 (PDF) for Invision Human Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Invision Human Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $39K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT AD VISORY | $0 | — |
