How big is Investcorp's plan?

Investcorp's plan reported $736K in assets and 3 participants for 2024.

Original filing (PDF)20251010100348NAL0018174754001

Investcorp

Name: Investcorp — Investcorp 401(k) P/S Plan, Form 5500 (2024)
Creator: Investcorp
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investcorp 401(k) P/S Plan

401(k) retirement plan · Investcorp's Investcorp 401(k) P/S Plan held $736K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$736K

Net assets (EOY)

$736K

People on this filing

Michael Bonnell signed Investcorp's 2024 Form 5500 as plan administrator.

Michael Bonnell — 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

Investcorp's EIN is 52-2038243.

EIN 52-2038243

Plan number 001

Plan year 2024

ACK ID 20251010100348NAL0018174754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 average account balance (95th percentile).

Plan sponsor

Name

INVESTCORP

EIN

all filings

Address

6 MONTGOMERY VILLAGE AVE · SUITE 320 · GAITHERSBURG, MD · 20879

Phone

(301) 740-2550

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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