Original filing (PDF)20251015145621NAL0010215442001

THE INVUS GROUP, LLC

Name: THE INVUS GROUP, LLC — THE INVUS GROUP SAVINGS & RETIREMENT PLAN, Form 5500 (2024)
Creator: THE INVUS GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE INVUS GROUP SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

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 THE INVUS GROUP, LLC.

Plan sponsor

Name

THE INVUS GROUP, LLC

EIN

45-4786553

Address

750 LEXINGTON AVENUE, 30TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 371-1717

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DELTEC ASSET MANAGEMENT LLC

DELTEC ASSET MGMT 401(K) PLAN

$19.0M · 15 participants

MCKINLEY MANAGEMENT, LLC

MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN

$19.0M · 33 participants

PENTEGRA RETIREMENT SERVICES

THE TSG PEP

$19.0M · 624 participants

TENOR CAPITAL MANAGEMENT COMPANY. L.P.

TENOR CAPITAL 401(K) SAVINGS PLAN

$18.9M · 19 participants

ADVISORTRUST, INC.

401(K) SIMPLIFIED

$18.9M · 543 participants