Plan Snapshot
- Plan Sponsor: Warrior Invictus Holding Company, INC.
- Sponsor EIN: 364407380
- Sponsor Address: 6640 SOUTH CICERO AVENUE, BEDFORD PARK, IL, 60638
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 494 | $30.3M | $1.2M | $2.0M |
| 2023 | 395 | $24.4M | $937,364 | $1.5M |
| 2022 | 306 | $19.5M | $798,567 | $1.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $75,259 | — | $75,259 |
| THE RETIREMENT ADVANTAGE | CONTRACT ADMIN | $26,550 | — | $26,550 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $20,000 | — | $20,000 |
| PLANTE MORAN PLLC | AUDITOR | $18,500 | — | $18,500 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,309
- Estimated Expense Ratio: 0.464% 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 | $94,425 | — | $94,425 | — | — |
| 2023 | $39,126 | — | $39,126 | — | — |
| 2022 | $78,802 | — | $78,802 | — | — |