How big is Invst's plan?

Invst's plan reported $1.5M in assets and 31 participants for 2024.

Original filing (PDF)20250930155932NAL0013474176001

Invst

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

Form 5500-SF

FILING_RECEIVED

Invst 401(k) Plan

401(k) retirement plan · Invst's Invst 401(k) Plan held $1.5M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Invst's EIN is 81-1661697.

EIN 81-1661697

Plan number 001

Plan year 2024

ACK ID 20250930155932NAL0013474176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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. 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.

Plan sponsor

Name

INVST

EIN

all filings

Address

3625 E 96TH STREET · INDIANAPOLIS, IN · 46240

Phone

(317) 202-1891

Industry

Finance & Insurance

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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