How big is Invictus Charitable Advisors LLC's plan?

Invictus Charitable Advisors LLC's plan reported $126K in assets and 8 participants for 2024.

Original filing (PDF)20251008082700NAL0009010480001

Invictus Charitable Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Invictus Strategies 401(k) Plan

401(k) retirement plan · Invictus Charitable Advisors LLC's Invictus Strategies 401(k) Plan held $126K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Andrew P. McIndoe signed Invictus Charitable Advisors LLC's 2024 Form 5500 as plan administrator.

Andrew P. McIndoe — 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 Charitable Advisors LLC's EIN is 93-1894553.

EIN 93-1894553

Plan number 001

Plan year 2024

ACK ID 20251008082700NAL0009010480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Invictus Charitable Advisors LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CHARITABLE ADVISORS 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