How big is Inventive's plan?

Inventive's plan reported $355K in assets and 8 participants for 2023.

Original filing (PDF)20241015121236NAL0028358705001

Inventive

Name: Inventive — Inventive 401(k) and Profit Sharing Plan, Form 5500 (2023)
Creator: Inventive
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inventive 401(k) and Profit Sharing Plan

401(k) retirement plan · Inventive's Inventive 401(k) and Profit Sharing Plan held $355K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

People on this filing

Kelly Payton signed Inventive's 2023 Form 5500 as plan administrator.

Kelly Payton — 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

Inventive's EIN is 36-2372388.

EIN 36-2372388

Plan number 003

Plan year 2023

ACK ID 20241015121236NAL0028358705001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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