Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INVESTA SERVICES, LLC
EIN 61-1702364financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
45
1266 WEST PACES FERRY ROAD, #517 - ATLANTA, GA 30327404-390-4539investaservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 45 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INVESTA SERVICES, LLC 401(K) PLAN
401k
Assets$5.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INVESTA SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTA SERVICES, LLC 401(K) PLAN | 401k | $5.0M | 24 | 2025 | |
| 002 | INVESTA SERVICES, LLC CASH BALANCE PLAN | CashBalance | $1.6M | 21 | 2024 |
Retirement plans