Plan Ledger DOL Form 5500 · updated monthly

Invictus International Consulting, LLC401(k)

INVICTUS INTERNATIONAL CONSULTING, LLC 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Invictus International Consulting, LLC reported $50,756 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,667 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.27% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 995th-largest of 2,266 plans among Virginia employers on file, and the 5,537th of 11,654 in professional & technical services. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has grown from 169 to 301 since 2022.

Plan summary
Net assets, end of year$20,032,385
Participants with balances263
Active participants301
Employer contributions$802,810
Employee contributions$2,813,468
Employer contribution per active participant$2,667
Average account balance$76,169
Benefits paid to participants$1,754,565
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEWS, CARTER & BOYCE, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 263 accts · $803K emplr
2023$15.4M · 175 accts · $592K emplr
2022$12.0M · 192 accts · $599K emplr
The Invictus International Consulting, LLC 401(k) match · 2024
Employer contribution per active participant$2,667
Median for plans this size$2,416
2024$2,667 per active participant
2023$3,768 per active participant
2022$3,544 per active participant

Invictus International Consulting, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$6,528
ARBOR PRIVATE WEALTH · Investment advisory (plan)$42,542
MAP RETIREMENT INC. · Loan processing$3,800

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,756 · 0.29%
2023$36,853 · 0.27%
2022Not separately reported
Similar plansProfessional & Technical Services · Virginia
Crl Technologies, Inc. VA$20.2M · 0.46%
Evolver, LLC VA$20.1M · 0.01%
Purple Strategies, LLC VA$20.1M · 0.34%
Bcf Solutions Inc VA$20.0M · 0.46%
Intelligent Waves, LLC VA$20.0M · 0.40%
Glasser and Glasser, P.L.C. VA$20.0M · 0.31%
Riskspan, Inc. VA$19.9M · 0.01%
Eagle Fire Inc VA$19.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263728938 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.