Back to filter
Original filing (PDF)20250703101924NAL0001074930002
INVOTEX IP
Form 5500-SF
FILING_RECEIVED
INVOTEX IP RETIREMENT TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVOTEX IP.
Plan sponsor
Name
INVOTEX IP
EIN
46-4662711
Address
850 S BOND STREET · BALTIMORE, MD · 21231
Phone
(443) 794-5998
Industry
All Other Professional Services· 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
2025-07-03
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
INDEPENDENT POWER PRODUCERS OF NY
INDEPENDENT POWER PRODUCERS OF NY 401(K) PSP & TRUST
$2.5M · 5 participants
CDR ASSOCIATES
CDR ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
$2.5M · 8 participants
CLARK POWER PRODUCTS, INC.
CLARK POWER PRODUCTS, INC. 401(K PROFIT SHARING PLAN
$2.5M · 6 participants
XOGENE SERVICES LLC
XOGENE SERVICES LLC 401(K) PLAN
$2.5M · 23 participants
JOHN N. CHAPLIK
JOHN N CHAPLIK EMPLOYEES RETIREMENT PLAN
$2.5M · 2 participants
CHARTSPAN MEDICAL TECHNOLOGIES, INC.
CHARTSPAN MEDICAL TECHNOLOGIES, INC. 401(K) PLAN
$2.5M · 423 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B