Plan Snapshot
- Plan Sponsor: Invictus International Consulting, LLC
- Sponsor EIN: 263728938
- Sponsor Address: P.O. BOX 320905, ALEXANDRIA, VA, 223209997
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $20.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 301 | $20.0M | $802,810 | $2.8M |
| 2023 | 157 | $15.4M | $591,566 | $2.0M |
| 2022 | 169 | $12.0M | $598,967 | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ARBOR PRIVATE WEALTH | Investment Advisor | $42,542 | — | $42,542 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $6,528 | — | $6,528 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,070
- Estimated Expense Ratio: 0.245% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $50,756 | — | — | — | — |
| 2023 | $36,853 | — | — | — | — |
| 2022 | — | — | — | — | — |