How big is Invision Advisors, LLC's plan?

Invision Advisors, LLC's plan reported $676K in assets and 7 participants for 2025.

Original filing (PDF)20260403065249NAL0003222897001

Invision Advisors, LLC

Name: Invision Advisors, LLC — Invision Advisors, LLC, Form 5500 (2025)
Creator: Invision Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invision Advisors, LLC 401(k) Plan

401(k) retirement plan · Invision Advisors, LLC's Invision Advisors, LLC 401(k) Plan held $676K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

Plan identifiers

Invision Advisors, LLC's EIN is 81-0849203.

EIN 81-0849203

Plan number 001

Plan year 2025

ACK ID 20260403065249NAL0003222897001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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