Original filing (PDF)20250512143053NAL0038733650001

INVICTUS WEALTH MANAGEMENT LLC

Name: INVICTUS WEALTH MANAGEMENT LLC — INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: INVICTUS WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVICTUS WEALTH MANAGEMENT LLC.

Plan sponsor

Name

INVICTUS WEALTH MANAGEMENT LLC

EIN

83-2220374

Address

2003 S. EASTON ROAD, SUITE 208 · DOYLESTOWN, PA · 18901

Phone

(267) 507-9787

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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