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INVICTUS CAPITAL MANAGEMENT, LP — INVICTUS CAPITAL MANAGEMENT, LP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250814141843NAL0009933441001
INVICTUS CAPITAL MANAGEMENT, LP
Form 5500-SF
FILING_RECEIVED
INVICTUS CAPITAL MANAGEMENT, LP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
228
Accounts w/ balance
260
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INVICTUS CAPITAL MANAGEMENT, LP
.
Find decision makers
Plan sponsor
Name
INVICTUS CAPITAL MANAGEMENT, LP
EIN
26-4186602
Address
2001 M STREET, NW · SUITE 300 · WASHINGTON, DC · 20036
Phone
(202) 780-2390
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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SIGNATURE ESTATE & INVESTMENT AD
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Knocking points off
No independent qualified public accountant (IQPA) named.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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