How big is Invisory, Inc.'s plan?

Invisory, Inc.'s plan reported $510K in assets and 22 participants for 2025.

Original filing (PDF)20260430221033NAL0000478865070

Invisory, Inc.

Name: Invisory, Inc. — Invisory 401(k) Plan, Form 5500 (2025)
Creator: Invisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invisory 401(k) Plan

401(k) retirement plan · Invisory, Inc.'s Invisory 401(k) Plan held $510K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

Plan identifiers

Invisory, Inc.'s EIN is 87-2968247.

EIN 87-2968247

Plan number 001

Plan year 2025

ACK ID 20260430221033NAL0000478865070

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Invisory, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

INVISORY, INC

EIN

all filings

Address

4620 MOORLAND AVE, · EDINA, MN · 55424

Phone

(763) 218-0286

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator