How big is Investm Technology LLC's plan?

Investm Technology LLC's plan reported $144K in assets and 11 participants for 2025.

Original filing (PDF)20260501220540NAL0002353922080

Investm Technology LLC

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

Form 5500-SF

FILING_RECEIVED

Investm Technology LLC 401(k) Plan

401(k) retirement plan · Investm Technology LLC's Investm Technology LLC 401(k) Plan held $144K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

Plan identifiers

Investm Technology LLC's EIN is 84-5009992.

EIN 84-5009992

Plan number 001

Plan year 2025

ACK ID 20260501220540NAL0002353922080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Investm Technology LLC's plan includes profit-sharing, 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 INVESTM TECHNOLOGY 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

Knocking points off