Tim HORN signed Warrior Invictus Holding Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Warrior Invictus Holding Company, Inc.'s EIN is 36-4407380.
Download the official 2024 Form 5500 (PDF) for Warrior Invictus Holding Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Warrior Invictus Holding Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $904 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.7M | 12.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.6M | 12.0% | |
| American Funds The Bond Fund of America | Mutual Funds | — | — | $2.4M | 8.0% | |
| Fidelity Freedom Index 2030 Instl Premium | Mutual Funds | — | — | $1.7M | 5.5% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.5M | 5.1% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $1.5M | 5.0% | |
| MassMutual Unallocated contract - MassMutual SF Guaranteed | Other securities | — | — | $1.5M | 4.9% | |
| Fidelity Growth Strategies | Mutual Funds | — | — | $1.3M | 4.4% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $1.2M | 4.0% | |
| American Funds Small Cap World Fund | Mutual Funds | — | — | $1.2M | 3.8% | |
| Fidelity Freedom Index 2035 Instl Premium | Mutual Funds | — | — | $998K | 3.3% | |
| Fidelity Advisor International Growth Fund | Mutual Funds | — | — | $857K | 2.8% | |
| Fidelity Freedom Index 2050 Instl Premium | Mutual Funds | — | — | $803K | 2.7% | |
| Fidelity Freedom Index 2045 Instl Premium | Mutual Funds | — | — | $785K | 2.6% | |
| Fidelity Freedom Index 2040 Instl Premium | Mutual Funds | — | — | $723K | 2.4% | |
| DFA International Large Cap Growth | Mutual Funds | — | — | $714K | 2.4% | |
| Empower Trust Company, LLC Oppenheimer Discovery Fund | Mutual Funds | — | — | $654K | 2.2% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTAUL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $605K | 2.0% | |
| Fidelity Freedom Index 2025 Instl Premium | Mutual Funds | — | — | $605K | 2.0% | |
| Vanguard R1 Est Idx | Common Collective Trusts | — | — | $486K | 1.6% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $486K | 1.6% | |
| Fidelity Freedom Index 2060 Instl Premium | Mutual Funds | — | — | $484K | 1.6% | |
| Fidelity Freedom Index 2055 Instl Premium | Mutual Funds | — | — | $459K | 1.5% | |
| Participants Participant notes receivable - Interest rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $312K | 1.0% | |
| DFA GLOBAL REAL ESTATE SECURITIES P DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $310K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $248K | 0.8% | |
| Vanguard Intnl Value F | Mutual Funds | — | — | $233K | 0.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $228K | 0.8% | |
| VICTORY SYCAMORE SMALL COMPANY OPP VICTORY CAPITAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $205K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $173K | 0.6% | |
| JPMORGAN EQUITY INCOME R6 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $169K | 0.6% | |
| Fidelity Freedom Index 2065 Instl Premium | Mutual Funds | — | — | $136K | 0.5% | |
| Fidelity Freedom Index 2020 Instl Permium | Mutual Funds | — | — | $102K | 0.3% | |
| Vanguard Mid-Cap Val Indx Fd | Mutual Funds | — | — | $73K | 0.2% | |
| Fidelity Freedom Index Inc Instl Premium | Mutual Funds | — | — | $67K | 0.2% | |
| Vanguard Totl Bnd Mrkt Idx | Common Collective Trusts | — | — | $66K | 0.2% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $66K | 0.2% | |
| Vanguard Sm Cap Grwth Indx Fnd | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Small-Cap Val Indx Fd | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Advisor Intl Small Cap | Mutual Funds | — | — | $13K | <0.1% | |
| BLACKROCK MID-CAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | PORT WASHINGTON, WI | CONTRACT ADMIN | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN PLLC | — | CHICAGO, IL | AUDITOR | $19K | — |
