How big is Investa Services, LLC's plan?

Investa Services, LLC's plan reported $5.0M in assets and 23 participants for 2025.

Original filing (PDF)20260217121425NAL0005665569001

Investa Services, LLC

Name: Investa Services, LLC — Investa Services, LLC 401(k), Form 5500 (2025)
Creator: Investa Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investa Services, LLC 401(k) Plan

401(k) retirement plan · Investa Services, LLC's Investa Services, LLC 401(k) Plan held $5.0M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Investa Services, LLC's EIN is 61-1702364.

EIN 61-1702364

Plan number 001

Plan year 2025

ACK ID 20260217121425NAL0005665569001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Investa Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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