Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INVICTUS PRIVATE WEALTH, LLC
EIN 88-1075317financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
7
2921 W 38TH AVE #464 - DENVER, CO 80211720-734-2460invictuspw.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 7 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#002
INVICTUS PRIVATE WEALTH, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INVICTUS PRIVATE WEALTH, LLC 401(K) PLAN
401k
Assets$370K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INVICTUS PRIVATE WEALTH, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 3 | 2025 | |
| 001 | INVICTUS PRIVATE WEALTH, LLC 401(K) PLAN | 401k | $370K | 4 | 2025 |
Retirement plans