Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
INVICTUS WEALTH MANAGEMENT LLC
EIN 83-2220374Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
10
2003 S. EASTON ROAD, SUITE 208 - DOYLESTOWN, PA 18901267-507-9787
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
INVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$560K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVICTUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.9M | 8 | 2025 | |
| 002 | INVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $560K | 2 | 2024 |
Retirement plans