Assets by plan
Share of aggregate retirement assets
- FORUS 401(K) (#001)$228K
Filings through .
Investifi, Inc.
EIN 87-4535550Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Health & Benefits
0
Participants
120
8 THE GM STE 7529 - DOVER, DE 19901312-749-8389
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 120 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
INVESTIFI 401(K) PLAN
401(k)
Assets$1.5M
Participants90
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FORUS 401(K)
401(k)
Assets$228K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | INVESTIFI 401(K) PLAN | 401(k) | $1.5M | 90 | 2025 |
| #001 | FORUS 401(K) | 401(k) | $228K | 30 | 2024 |
- #002 · 401(k) · 202590
- FORUS 401(K)$228K#001 · 401(k) · 202430
Retirement plans