How big is Invictus Wealth Management LLC's plan?

Invictus Wealth Management LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250512143053NAL0038733650001

Invictus Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Invictus Wealth Management LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Invictus Wealth Management LLC's Invictus Wealth Management LLC 401(k) Profit Sharing Plan and Trust held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Daniel Casino signed Invictus Wealth Management LLC's 2024 Form 5500 as plan administrator.

Daniel Casino — 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 Wealth Management LLC's EIN is 83-2220374.

EIN 83-2220374

Plan number 001

Plan year 2024

ACK ID 20250512143053NAL0038733650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Invictus Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score