Original filing (PDF)20250711060740NAL0006058705001

INVESTEC USA HOLDING CORP.

Name: INVESTEC USA HOLDING CORP. — INVESTEC USA HOLDINGS CORP. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INVESTEC USA HOLDING CORP.

Form 5500-SF

FILING_RECEIVED

INVESTEC USA HOLDINGS CORP. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

INVESTEC USA HOLDING CORP.

EIN

52-2082892

Address

10 E 53RD ST FL 22 · NEW YORK, NY · 100225005

Phone

(212) 259-5617

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