AUMdb

Warrior Invictus Holding Company Inc 401 K Profit Sharing Plan

Sponsored by Warrior Invictus Holding Company, Inc. · EIN 364407380 · Plan #001

Total assets
$30.3M
Net assets
$30.3M
Active participants
494
With balances
560

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $75,259
The Retirement Advantage Contract administrator $26,550
Lpl Financial Investment advisory (plan) $20,000
Plante Moran Pllc Accounting $18,500
Empower Advisory Group, Llc Investment management $904