Civic Intelligence

Invesque Holdings LP

Plan context: Invesque Holdings LP Financial Freedom 401(K)Plan

EIN 47-5355397 • Fishers, IN • 14 filings • 3 plans

8701 E. 116th Street, Suite 260Fishers, IN 46038
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$2,705,878

2025 Contributions

$258,050

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,705,878$1,352,939$0201620212025YearValue
$2,705,878Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

36180201620212025YearValue
26Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025126$2,705,878$258,050$9,925iApproximate average salary by contribution assumption: employee only about $248,125 at 4% or $165,417 at 6%; with 50% employer match about $165,417 at 4% or $110,278 at 6%; with 100% employer match about $124,063 at 4% or $82,708 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-26$2,705,878$258,050$9,925iApproximate average salary by contribution assumption: employee only about $248,125 at 4% or $165,417 at 6%; with 50% employer match about $165,417 at 4% or $110,278 at 6%; with 100% employer match about $124,063 at 4% or $82,708 at 6%.
2024128$2,123,592$286,903$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,776 at 6%; with 50% employer match about $170,776 at 4% or $113,850 at 6%; with 100% employer match about $128,082 at 4% or $85,388 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-28$2,123,592$286,903$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,776 at 6%; with 50% employer match about $170,776 at 4% or $113,850 at 6%; with 100% employer match about $128,082 at 4% or $85,388 at 6%.
2023233$2,248,376$551,491$16,712iApproximate average salary by contribution assumption: employee only about $417,796 at 4% or $278,531 at 6%; with 50% employer match about $278,531 at 4% or $185,687 at 6%; with 100% employer match about $208,898 at 4% or $139,265 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-33$2,207,869$354,662$10,747iApproximate average salary by contribution assumption: employee only about $268,683 at 4% or $179,122 at 6%; with 50% employer match about $179,122 at 4% or $119,415 at 6%; with 100% employer match about $134,342 at 4% or $89,561 at 6%.
INVESQUE HOLDINGS LP CBIN BENEFIT PLAN-10$40,507$196,829$19,683iApproximate average salary by contribution assumption: employee only about $492,073 at 4% or $328,048 at 6%; with 50% employer match about $328,048 at 4% or $218,699 at 6%; with 100% employer match about $246,036 at 4% or $164,024 at 6%.
2022236$1,928,525$554,914$15,414iApproximate average salary by contribution assumption: employee only about $385,357 at 4% or $256,905 at 6%; with 50% employer match about $256,905 at 4% or $171,270 at 6%; with 100% employer match about $192,678 at 4% or $128,452 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-36$1,894,442$335,331$9,315iApproximate average salary by contribution assumption: employee only about $232,869 at 4% or $155,246 at 6%; with 50% employer match about $155,246 at 4% or $103,497 at 6%; with 100% employer match about $116,434 at 4% or $77,623 at 6%.
INVESQUE HOLDINGS LP CBIN BENEFIT PLAN-16$34,083$219,583$13,724iApproximate average salary by contribution assumption: employee only about $343,098 at 4% or $228,732 at 6%; with 50% employer match about $228,732 at 4% or $152,488 at 6%; with 100% employer match about $171,549 at 4% or $114,366 at 6%.
2021232$1,989,213$571,292$17,853iApproximate average salary by contribution assumption: employee only about $446,322 at 4% or $297,548 at 6%; with 50% employer match about $297,548 at 4% or $198,365 at 6%; with 100% employer match about $223,161 at 4% or $148,774 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-32$1,981,600$345,272$10,790iApproximate average salary by contribution assumption: employee only about $269,744 at 4% or $179,829 at 6%; with 50% employer match about $179,829 at 4% or $119,886 at 6%; with 100% employer match about $134,872 at 4% or $89,915 at 6%.
INVESQUE HOLDINGS LP CBIN BENEFIT PLAN-19$7,613$226,020$11,896iApproximate average salary by contribution assumption: employee only about $297,395 at 4% or $198,263 at 6%; with 50% employer match about $198,263 at 4% or $132,175 at 6%; with 100% employer match about $148,697 at 4% or $99,132 at 6%.
2020234$1,496,245$587,278$17,273iApproximate average salary by contribution assumption: employee only about $431,822 at 4% or $287,881 at 6%; with 50% employer match about $287,881 at 4% or $191,921 at 6%; with 100% employer match about $215,911 at 4% or $143,941 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-34$1,473,777$377,076$11,090iApproximate average salary by contribution assumption: employee only about $277,262 at 4% or $184,841 at 6%; with 50% employer match about $184,841 at 4% or $123,227 at 6%; with 100% employer match about $138,631 at 4% or $92,421 at 6%.
INVESQUE HOLDINGS LP CBIN BENEFIT PLAN-15$22,468$210,202$14,013iApproximate average salary by contribution assumption: employee only about $350,337 at 4% or $233,558 at 6%; with 50% employer match about $233,558 at 4% or $155,705 at 6%; with 100% employer match about $175,168 at 4% or $116,779 at 6%.
2019134$1,041,797$426,307$12,538iApproximate average salary by contribution assumption: employee only about $313,461 at 4% or $208,974 at 6%; with 50% employer match about $208,974 at 4% or $139,316 at 6%; with 100% employer match about $156,731 at 4% or $104,487 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-34$1,041,797$426,307$12,538iApproximate average salary by contribution assumption: employee only about $313,461 at 4% or $208,974 at 6%; with 50% employer match about $208,974 at 4% or $139,316 at 6%; with 100% employer match about $156,731 at 4% or $104,487 at 6%.
2018127$554,668$342,916$12,701iApproximate average salary by contribution assumption: employee only about $317,515 at 4% or $211,677 at 6%; with 50% employer match about $211,677 at 4% or $141,118 at 6%; with 100% employer match about $158,757 at 4% or $105,838 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-27$554,668$342,916$12,701iApproximate average salary by contribution assumption: employee only about $317,515 at 4% or $211,677 at 6%; with 50% employer match about $211,677 at 4% or $141,118 at 6%; with 100% employer match about $158,757 at 4% or $105,838 at 6%.
2017116$264,601$188,061$11,754iApproximate average salary by contribution assumption: employee only about $293,845 at 4% or $195,897 at 6%; with 50% employer match about $195,897 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,948 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-16$264,601$188,061$11,754iApproximate average salary by contribution assumption: employee only about $293,845 at 4% or $195,897 at 6%; with 50% employer match about $195,897 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,948 at 6%.
2016114$52,636$52,550$3,754iApproximate average salary by contribution assumption: employee only about $93,839 at 4% or $62,560 at 6%; with 50% employer match about $62,560 at 4% or $41,706 at 6%; with 100% employer match about $46,920 at 4% or $31,280 at 6%.
Invesque Holdings LP Financial Freedom 401(K)Plan-14$52,636$52,550$3,754iApproximate average salary by contribution assumption: employee only about $93,839 at 4% or $62,560 at 6%; with 50% employer match about $62,560 at 4% or $41,706 at 6%; with 100% employer match about $46,920 at 4% or $31,280 at 6%.