Filings through .
Invisor Financial LLC
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served5+2 YoYRank #2873 of mapped providers
Assets under administration$65M0.0%Rank #9732 by share of filed assets
Fees received$245,899Median $54,233/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Invisor Financial as recordkeeper and list their funds in their filing.
Plans
5
$61.6M in funds
In collective trusts
0%
average plan
In Invisor Financial funds
0%
average plan
In index funds
68%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 5 |
| Fidelity (FMR) | 4 |
| Capital Group | 4 |
| JPMorgan | 4 |
| MetLife | 2 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 5 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.