How big is Instaviser, Inc.'s plan?

Instaviser, Inc.'s plan reported $11K in assets and 3 participants for 2025.

Original filing (PDF)20260501220750NAL0001178243024

Instaviser, Inc.

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

Form 5500-SF

FILING_RECEIVED

Instaviser 401(k) Plan

401(k) retirement plan · Instaviser, Inc.'s Instaviser 401(k) Plan held $11K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan identifiers

Instaviser, Inc.'s EIN is 47-4144822.

EIN 47-4144822

Plan number 001

Plan year 2025

ACK ID 20260501220750NAL0001178243024

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Instaviser, 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