INVESTEC MANAGEMENT CORP 401(K) SALARY RED. PLAN & TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
14
Plan assets (EOY)
$675K
Net assets (EOY)
$675K
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
57
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVESTEC MANAGEMENT CORPORATION.
Plan sponsor
Name
INVESTEC MANAGEMENT CORPORATION
EIN
77-0050361
Address
200 CARRILLO STREET · SUITE 200 · SANTA BARBARA, CA · 93101
