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Sponsor portfolio

INVESTURE, LLC

EIN 20-0456218-investment management-Latest filing 2025
Plans
2
Retirement
2
$25.8M assets
Welfare
0
Participants
84
240 W MAIN STREET, STE 500 - CHARLOTTESVILLE, VA 22902434-220-0280investure.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$19.1M - 66 part#002CashBalance-$6.6M - 18 part

Retirement portfolio analytics

2 plans aggregated / $25.8M assets / 84 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PENSION (#002)26%
Total $25.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)66
  • CASH BALANCE PENSION (#002)18
Total 84Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INVESTURE, LLC RETIREMENT AND PROFIT SHARING PLAN

401k

Assets$19.1M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

INVESTURE, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$6.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INVESTURE, LLC RETIREMENT AND PROFIT SHARING PLAN401k$19.1M662025
002INVESTURE, LLC CASH BALANCE PENSION PLANCashBalance$6.6M182025
Retirement plans
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