Invictus International Consulting, Llc 401(k) Plan
Sponsored by Invictus International Consulting, Llc · EIN 263728938 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 301
- With balances
- 263
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 |
|---|---|---|
| Arbor Private Wealth, Llc CRD 315812 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arbor Private Wealth | Investment advisory (plan), Consulting fees | $42,542 |
| The Vanguard Group, Inc. | Recordkeeping, Participant loan processing, Distribution (12b-1) fees | $6,528 |
| Map Retirement Inc. | Participant loan processing, Distribution (12b-1) fees | $3,800 |