How big is Invite Education's plan?

Invite Education's plan reported $282K in assets and 6 participants for 2024.

Original filing (PDF)20250609131201NAL0041606850001

Invite Education

Name: Invite Education — Invite Education 401(k) Profit, Form 5500 (2024)
Creator: Invite Education
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invite Education 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Invite Education's Invite Education 401(k) Profit Sharing Plan & Trust held $282K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

People on this filing

Leigh Berry signed Invite Education's 2024 Form 5500 as plan administrator.

Leigh Berry — 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

Invite Education's EIN is 46-2598243.

EIN 46-2598243

Plan number 001

Plan year 2024

ACK ID 20250609131201NAL0041606850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Invite Education from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

INVITE EDUCATION

EIN

all filings

Address

222 ROSEWOOD DR STE 340 · DANVERS, MA · 019234502

Phone

(781) 264-1364

Industry

Educational Services

Plan administrator