How big is Invictus Associates, LLC's plan?

Invictus Associates, LLC's plan reported $1.8M in assets and 57 participants for 2024.

Original filing (PDF)20250414104017NAL0002952880001

Invictus Associates, LLC

Name: Invictus Associates, LLC — Invictus Associates, LLC, Form 5500 (2024)
Creator: Invictus Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invictus Associates, LLC 401(k) Plan

401(k) retirement plan · Invictus Associates, LLC's Invictus Associates, LLC 401(k) Plan held $1.8M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Michelle Callan signed Invictus Associates, LLC's 2024 Form 5500 as plan administrator.

Michelle Callan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Invictus Associates, LLC's EIN is 27-1344486.

EIN 27-1344486

Plan number 002

Plan year 2024

ACK ID 20250414104017NAL0002952880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Invictus Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Invictus Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVICTUS ASSOCIATES, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off