How big is Inviso Corp.'s plan?

Inviso Corp.'s plan reported $12.2M in assets and 78 participants for 2024.

Original filing (PDF)20251014142848NAL0003159169001

Inviso Corp.

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

Form 5500

FILING_RECEIVED

Inviso Corp. 401(k) Plan

401(k) retirement plan · Inviso Corp.'s Inviso Corp. 401(k) Plan held $12.2M in plan assets for 78 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan identifiers

Inviso Corp.'s EIN is 71-0965987.

EIN 71-0965987

Plan number 001

Plan year 2024

ACK ID 20251014142848NAL0003159169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Inviso Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

INVISO CORP.

EIN

all filings

Address

1100 BELLEVUE WAY NE · STE 8A-120 · BELLEVUE, WA · 98004

Phone

(425) 702-8175

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

VISSE & COMPANY CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$60K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STONEX SECURITIES INC	—	BIRMINGHAM, AL	BROKER/ADVISOR	$0	—

TPA / Administrator

Investments

35 direct securities· $12.2M(100% of reported assets)

Other securities

$6.7M

16 holdings

Common Collective Trusts

$3.5M

6 holdings

Mutual Funds

$1.6M

11 holdings

Common Stocks

$304K

1 holding

Cash / Money Market

$5K

1 holding

					% of plan
MassMutual Select T. Rowe Price Retirement 2040 Mutual fund	Other securities	—	—	$1.4M	11.7%
MassMutual Select T. Rowe Price Retirement 2045 Mutual fund	Other securities	—	—	$1.4M	11.4%
Vanguard Total Stock Market Index Fund Mutual fund	Common Collective Trusts	—	—	$1.4M	11.4%
MassMutual Select T. Rowe Price Retirement 2035 Mutual fund	Other securities	—	—	$1.1M	9.2%
MassMutual Select T. Rowe Price Retirement 2050 Mutual fund	Other securities	—	—	$949K	7.8%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$615K	5.1%
MassMutual Select T. Rowe Price Retirement 2055 Mutual fund	Other securities	—	—	$580K	4.8%
Vanguard Total International Stock Index Fund Mutual fund	Common Collective Trusts	—	—	$558K	4.6%
Vanguard Intermediate-Term Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$525K	4.3%
BlackRock Equity Dividend Fund Mutual fund	Other securities	—	—	$379K	3.1%
Contract with * MassMutual Capital Preservation Account insurance company***	Common Stocks	—	—	$304K	2.5%
Invesco Gold & Special Minerals Fund Mutual fund	Mutual Funds	—	—	$271K	2.2%
American Funds Growth Fund of America Mutual fund	Mutual Funds	—	—	$269K	2.2%
American Funds New Perspective Fund Mutual fund	Mutual Funds	—	—	$264K	2.2%
Vanguard Mid-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$255K	2.1%
MFS Technology Fund Mutual fund	Mutual Funds	—	—	$234K	1.9%
Vanguard Small-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$207K	1.7%
American Funds Fundamental Investors Fund Mutual fund	Mutual Funds	—	—	$193K	1.6%
vested account balance, maturing Notes receivable from participants on various dates through 2029 -	Other securities	—	—	$158K	1.3%
MassMutual Select T. Rowe Price Retirement 2060 Mutual fund	Other securities	—	—	$157K	1.3%
American Funds Balanced Fund Mutual fund	Mutual Funds	—	—	$155K	1.3%
MacQuarie Small Cap Growth Fund Mutual fund	Other securities	—	—	$125K	1.0%
BlackRock Total Return Fund Mutual fund	Other securities	—	—	$117K	1.0%
MassMutual Select T. Rowe Price Retirement 2025 Mutual fund	Other securities	—	—	$87K	0.7%
American Funds EuroPacific Growth Fund Mutual fund	Mutual Funds	—	—	$82K	0.7%
DWS REEF Real Estate Securities Fund Mutual fund	Other securities	—	—	$79K	0.6%
AB High Income Fund Mutual fund	Other securities	—	—	$72K	0.6%
MassMutual Select T. Rowe Price Retirement 2030 Mutual fund	Other securities	—	—	$48K	0.4%
DFA Emerging Markets Core Equity Portfolio Fund Mutual fund	Mutual Funds	—	—	$42K	0.3%
Franklin Small Cap Value Fund Mutual fund	Mutual Funds	—	—	$36K	0.3%
Invesco Discovery Mid Cap Growth Fund Mutual fund	Mutual Funds	—	—	$35K	0.3%
Invesco International Bond Fund Class A Mutual fund	Mutual Funds	—	—	$22K	0.2%
Allspring Special Mid Cap Value Fund Mutual fund	Other securities	—	—	$20K	0.2%
MassMutual Select T. Rowe Price Retirement 2020 Mutual fund	Other securities	—	—	$7K	<0.1%
MassMutual U.S. Government Money Market Fund Mutual fund	Cash / Money Market	—	—	$5K	<0.1%