Original filing (PDF)20230619220026NAL0058652816025

INVITEDHOME MANAGEMENT, INC.

Name: INVITEDHOME MANAGEMENT, INC. — INVITEDHOME MANAGEMENT 401(K) PLAN, Form 5500 (2022)
Creator: INVITEDHOME MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

INVITEDHOME MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVITEDHOME MANAGEMENT, INC..

Plan sponsor

Name

INVITEDHOME MANAGEMENT, INC.

EIN

38-3906237

Address

1035 PEARL ST · SUITE 405 · BOULDER, CO · 80302

Phone

(970) 805-0324

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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