How big is Invictus Private Wealth, LLC's plan?

Invictus Private Wealth, LLC's plan reported $325K in assets and 4 participants for 2024.

Original filing (PDF)20251006185701NAL0004127345001

Invictus Private Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Invictus Private Wealth, LLC 401(k) Plan

401(k) retirement plan · Invictus Private Wealth, LLC's Invictus Private Wealth, LLC 401(k) Plan held $325K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

People on this filing

Michael Leiterman signed Invictus Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Michael Leiterman — 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 Private Wealth, LLC's EIN is 88-1075317.

EIN 88-1075317

Plan number 001

Plan year 2024

ACK ID 20251006185701NAL0004127345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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