How big is Invicta Partners, LLC's plan?

Invicta Partners, LLC's plan reported $295K in assets and 14 participants for 2024.

Original filing (PDF)20250530134048NAL0022455970001

Invicta Partners, LLC

Name: Invicta Partners, LLC — Invicta 401(k) Plan, Form 5500 (2024)
Creator: Invicta Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Invicta 401(k) Plan

401(k) retirement plan · Invicta Partners, LLC's Invicta 401(k) Plan held $295K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

People on this filing

Emily Cline signed Invicta Partners, LLC's 2024 Form 5500 as plan administrator.

Emily Cline — 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

Invicta Partners, LLC's EIN is 83-3944705.

EIN 83-3944705

Plan number 001

Plan year 2024

ACK ID 20250530134048NAL0022455970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Invicta Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVICTA PARTNERS, 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