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Original filing (PDF)20251015141534NAL0002552275001
INVISORS, LLC
Form 5500
FILING_RECEIVED
INVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
256
Accounts w/ balance
298
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
58 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)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- 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 INVISORS, LLC.
Plan sponsor
Name
INVISORS, LLC
EIN
37-1802954
Address
2000 PGA BOULEVARD · SUITE 4440 · PALM BEACH GARDENS, FL · 33408
Phone
(305) 987-3757
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GLSC & COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAH ADVISORS, LLC | 87-1654179 | — | INVESTMENT ADVISOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RETAINED BY EMPLOYER | $33K | — |
Investments
58 pooled funds· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2050 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2045 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2035 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET INCOME JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH MULTIMANAGER CONSERVATIVE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MFS MID CAP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| REAL EST. SECURITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD EXPLORER FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| COLUMBIA CONTRARIAN CORE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DFA GLOBAL EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DFA INTERNATIONAL VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DODGE & COX STOCK FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INTL EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO DIVERSIFIED DIVIDEND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MONEY MARKET JOHN HNACOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MFS EMERGING MARKETS DEBT JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MFS UTILITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| EATON VANCE HIGH INCOME OPPS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PIMCO INCOME FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PIMCO REAL RETURN JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| LORD ABBETT SHORT DURATION INC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD TARGET RET 2030 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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