Civic Intelligence

Investa Services LLC

Plan context: Investa Services LLC 401(K) Plan

EIN 61-1702364 • Atlanta, GA • 18 filings • 2 plans

1266 West Paces Ferry Road#517Atlanta, GA 30327
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$5,036,800

2025 Contributions

$554,368

Historical Graphs

Total Assets Over Time

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

$5,607,098$2,803,549$0201320192025YearValue
$5,036,800Latest year 2025

Participants Over Time

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

33170201320192025YearValue
24Latest 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
2025224$5,036,800$554,368$23,099iApproximate average salary by contribution assumption: employee only about $577,467 at 4% or $384,978 at 6%; with 50% employer match about $384,978 at 4% or $256,652 at 6%; with 100% employer match about $288,733 at 4% or $192,489 at 6%.
Investa Services LLC 401(K) Plan-24$5,036,800$530,761$22,115iApproximate average salary by contribution assumption: employee only about $552,876 at 4% or $368,584 at 6%; with 50% employer match about $368,584 at 4% or $245,723 at 6%; with 100% employer match about $276,438 at 4% or $184,292 at 6%.
INVESTA SERVICES, LLC CASH BALANCE PLAN-0$0$23,607-
2024226$5,607,098$614,272$23,626iApproximate average salary by contribution assumption: employee only about $590,646 at 4% or $393,764 at 6%; with 50% employer match about $393,764 at 4% or $262,509 at 6%; with 100% employer match about $295,323 at 4% or $196,882 at 6%.
Investa Services LLC 401(K) Plan-26$4,050,695$416,153$16,006iApproximate average salary by contribution assumption: employee only about $400,147 at 4% or $266,765 at 6%; with 50% employer match about $266,765 at 4% or $177,843 at 6%; with 100% employer match about $200,074 at 4% or $133,382 at 6%.
INVESTA SERVICES, LLC CASH BALANCE PLAN-21$1,556,403$198,119$9,434iApproximate average salary by contribution assumption: employee only about $235,856 at 4% or $157,237 at 6%; with 50% employer match about $157,237 at 4% or $104,825 at 6%; with 100% employer match about $117,928 at 4% or $78,619 at 6%.
2023229$4,552,096$908,552$31,329iApproximate average salary by contribution assumption: employee only about $783,234 at 4% or $522,156 at 6%; with 50% employer match about $522,156 at 4% or $348,104 at 6%; with 100% employer match about $391,617 at 4% or $261,078 at 6%.
Investa Services LLC 401(K) Plan-29$3,340,481$408,552$14,088iApproximate average salary by contribution assumption: employee only about $352,200 at 4% or $234,800 at 6%; with 50% employer match about $234,800 at 4% or $156,533 at 6%; with 100% employer match about $176,100 at 4% or $117,400 at 6%.
INVESTA SERVICES, LLC CASH BALANCE PLAN-21$1,211,615$500,000$23,810iApproximate average salary by contribution assumption: employee only about $595,238 at 4% or $396,825 at 6%; with 50% employer match about $396,825 at 4% or $264,550 at 6%; with 100% employer match about $297,619 at 4% or $198,413 at 6%.
2022229$3,374,556$713,819$24,614iApproximate average salary by contribution assumption: employee only about $615,361 at 4% or $410,241 at 6%; with 50% employer match about $410,241 at 4% or $273,494 at 6%; with 100% employer match about $307,681 at 4% or $205,120 at 6%.
Investa Services LLC 401(K) Plan-29$2,781,872$401,819$13,856iApproximate average salary by contribution assumption: employee only about $346,396 at 4% or $230,930 at 6%; with 50% employer match about $230,930 at 4% or $153,954 at 6%; with 100% employer match about $173,198 at 4% or $115,465 at 6%.
INVESTA SERVICES, LLC CASH BALANCE PLAN-20$592,684$312,000$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
2021230$3,674,189$931,520$31,051iApproximate average salary by contribution assumption: employee only about $776,267 at 4% or $517,511 at 6%; with 50% employer match about $517,511 at 4% or $345,007 at 6%; with 100% employer match about $388,133 at 4% or $258,756 at 6%.
Investa Services LLC 401(K) Plan-30$3,373,214$630,545$21,018iApproximate average salary by contribution assumption: employee only about $525,454 at 4% or $350,303 at 6%; with 50% employer match about $350,303 at 4% or $233,535 at 6%; with 100% employer match about $262,727 at 4% or $175,151 at 6%.
INVESTA SERVICES, LLC CASH BALANCE PLAN-21$300,975$300,975$14,332iApproximate average salary by contribution assumption: employee only about $358,304 at 4% or $238,869 at 6%; with 50% employer match about $238,869 at 4% or $159,246 at 6%; with 100% employer match about $179,152 at 4% or $119,435 at 6%.
2020133$3,051,380$528,873$16,026iApproximate average salary by contribution assumption: employee only about $400,661 at 4% or $267,108 at 6%; with 50% employer match about $267,108 at 4% or $178,072 at 6%; with 100% employer match about $200,331 at 4% or $133,554 at 6%.
Investa Services LLC 401(K) Plan-33$3,051,380$528,873$16,026iApproximate average salary by contribution assumption: employee only about $400,661 at 4% or $267,108 at 6%; with 50% employer match about $267,108 at 4% or $178,072 at 6%; with 100% employer match about $200,331 at 4% or $133,554 at 6%.
2019125$2,440,707$495,341$19,814iApproximate average salary by contribution assumption: employee only about $495,341 at 4% or $330,227 at 6%; with 50% employer match about $330,227 at 4% or $220,152 at 6%; with 100% employer match about $247,671 at 4% or $165,114 at 6%.
Investa Services LLC 401(K) Plan-25$2,440,707$495,341$19,814iApproximate average salary by contribution assumption: employee only about $495,341 at 4% or $330,227 at 6%; with 50% employer match about $330,227 at 4% or $220,152 at 6%; with 100% employer match about $247,671 at 4% or $165,114 at 6%.
2018123$1,799,392$266,247$11,576iApproximate average salary by contribution assumption: employee only about $289,399 at 4% or $192,933 at 6%; with 50% employer match about $192,933 at 4% or $128,622 at 6%; with 100% employer match about $144,699 at 4% or $96,466 at 6%.
Investa Services LLC 401(K) Plan-23$1,799,392$266,247$11,576iApproximate average salary by contribution assumption: employee only about $289,399 at 4% or $192,933 at 6%; with 50% employer match about $192,933 at 4% or $128,622 at 6%; with 100% employer match about $144,699 at 4% or $96,466 at 6%.
2017122$1,689,047$206,824$9,401iApproximate average salary by contribution assumption: employee only about $235,027 at 4% or $156,685 at 6%; with 50% employer match about $156,685 at 4% or $104,457 at 6%; with 100% employer match about $117,514 at 4% or $78,342 at 6%.
Investa Services LLC 401(K) Plan-22$1,689,047$206,824$9,401iApproximate average salary by contribution assumption: employee only about $235,027 at 4% or $156,685 at 6%; with 50% employer match about $156,685 at 4% or $104,457 at 6%; with 100% employer match about $117,514 at 4% or $78,342 at 6%.
2016118$1,252,164$169,554$9,420iApproximate average salary by contribution assumption: employee only about $235,492 at 4% or $156,994 at 6%; with 50% employer match about $156,994 at 4% or $104,663 at 6%; with 100% employer match about $117,746 at 4% or $78,497 at 6%.
Investa Services LLC 401(K) Plan-18$1,252,164$169,554$9,420iApproximate average salary by contribution assumption: employee only about $235,492 at 4% or $156,994 at 6%; with 50% employer match about $156,994 at 4% or $104,663 at 6%; with 100% employer match about $117,746 at 4% or $78,497 at 6%.
2015118$1,007,790$185,551$10,308iApproximate average salary by contribution assumption: employee only about $257,710 at 4% or $171,806 at 6%; with 50% employer match about $171,806 at 4% or $114,538 at 6%; with 100% employer match about $128,855 at 4% or $85,903 at 6%.
Investa Services LLC 401(K) Plan-18$1,007,790$185,551$10,308iApproximate average salary by contribution assumption: employee only about $257,710 at 4% or $171,806 at 6%; with 50% employer match about $171,806 at 4% or $114,538 at 6%; with 100% employer match about $128,855 at 4% or $85,903 at 6%.
2014118$848,773$138,510$7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%.
Investa Services LLC 401(K) Plan-18$848,773$138,510$7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%.
2013118$675,844$598,082$33,227iApproximate average salary by contribution assumption: employee only about $830,669 at 4% or $553,780 at 6%; with 50% employer match about $553,780 at 4% or $369,186 at 6%; with 100% employer match about $415,335 at 4% or $276,890 at 6%.
Investa Services LLC 401(K) Plan-18$675,844$598,082$33,227iApproximate average salary by contribution assumption: employee only about $830,669 at 4% or $553,780 at 6%; with 50% employer match about $553,780 at 4% or $369,186 at 6%; with 100% employer match about $415,335 at 4% or $276,890 at 6%.