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Sponsor portfolio

INVESTIFI, INC.

EIN 87-4535550-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
120
8 THE GM STE 7529 - DOVER, DE 19901312-749-8389
Plans on this EIN
2 filings
#002401k-$1.5M - 90 part#001401k-$228K - 30 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 120 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INVESTIFI 401(K) (#002)87%
  • FORUS 401(K) (#001)13%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTIFI 401(K) (#002)90
  • FORUS 401(K) (#001)30
Total 120Click 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#002

INVESTIFI 401(K) PLAN

401k

Assets$1.5M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FORUS 401(K)

401k

Assets$228K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INVESTIFI 401(K) PLAN401k$1.5M902025
001FORUS 401(K)401k$228K302024
Retirement plans
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