How big is Document Advisor Inc.'s plan?

Document Advisor Inc.'s plan reported $2.3M in assets and 37 participants for 2025.

Original filing (PDF)20260422220825NAL0008842626041

Document Advisor Inc.

Name: Document Advisor Inc. — Ivisa 401(k) Plan, Form 5500 (2025)
Creator: Document Advisor Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ivisa 401(k) Plan

401(k) retirement plan · Document Advisor Inc.'s Ivisa 401(k) Plan held $2.3M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Elantha Barry signed Document Advisor Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Document Advisor Inc.'s EIN is 47-2478141.

EIN 47-2478141

Plan number 001

Plan year 2025

ACK ID 20260422220825NAL0008842626041

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Document Advisor Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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