PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Investar Holding Corporation
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Investar Holding Corporation

EIN 27-1560715-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$31.4M assets
Health & Benefits
1
Participants
795
10500 COURSEY BOULEVARD, SUITE 200 - BATON ROUGE, LA 70816225-227-2256
Plans on this EIN
2 filings
#001401(k)-$31.4M - 478 part#503Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

INVESTAR HOLDING CORPORATION 401(K) PLAN

401(k)

Assets$31.4M
Participants478
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

INVESTAR HOLDING CORPORATION SEVERANCE PAYMENT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INVESTAR HOLDING CORPORATION 401(K) PLAN401(k)$31.4M4782025
  • INVESTAR HOLDING CORPORATION 401(K) PLAN$31.4M
    #001 · 401(k) · 2025478

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503INVESTAR HOLDING CORPORATION SEVERANCE PAYMENT PLANSelf-funded-$002025
  • INVESTAR HOLDING CORPORATION SEVERANCE PAYMENT PLAN$0
    #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica