PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INVISORS, LLC
Sponsor portfolio

INVISORS, LLC

EIN 37-1802954-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$238K premiums
Participants
587
2000 PGA BOULEVARD, SUITE 4440 - PALM BEACH GARDENS, FL 33408305-987-3757invisors.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$21.0M - 324 part#510Mixed-$238K - 278 lives

Benefits portfolio analytics

1 plan / $238K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$170K
  • Vision$170K
  • Life$67K
  • Long-term disability$67K
  • Other$67K
Total $238K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA72%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY28%
  • AMERICAN REPUBLIC0%
Total $238K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COBBS ALLEN & HALL INC100%
Total $10K1 slice

Plan deep-dives

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

INVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$21.0M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

INVISORS, LLC EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$238K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVISORS, LLC 401(K) PROFIT SHARING PLAN401k$21.0M3242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510INVISORS, LLC EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY$238K2782024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica