Plan Ledger DOL Form 5500 · updated monthly

Warrior Invictus Holding Company, Inc.401(k)

WARRIOR INVICTUS HOLDING COMPANY INC 401K PROFIT SHARING PLAN · BEDFORD PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Warrior Invictus Holding Company, Inc. reported $94,425 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,402 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 3 years on file its reported administrative ratio has held roughly steady near 0.346%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,310th-largest of 3,702 plans among Illinois employers on file, and 2,407th of 4,798 in finance & insurance. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 306 to 494 since 2022.

Plan summary
Net assets, end of year$30,251,498
Participants with balances560
Active participants494
Employer contributions$1,186,697
Employee contributions$1,997,780
Employer contribution per active participant$2,402
Average account balance$54,021
Benefits paid to participants$1,033,835
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 560 accts · $1.2M emplr
2023$24.4M · 491 accts · $937K emplr
2022$19.5M · 349 accts · $799K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,425
Total administrative$94,425
The Warrior Invictus Holding Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,402
Median for plans this size$2,416
2024$2,402 per active participant
2023$2,373 per active participant
2022$2,610 per active participant

Warrior Invictus Holding Company, Inc.'s 2024 employer contribution ran below 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 · 20245
THE RETIREMENT ADVANTAGE · Contract administrator$26,550
LPL FINANCIAL · Investment advisory (plan)$20,000
PLANTE MORAN PLLC · Accounting / audit$18,500
EMPOWER ADVISORY GROUP, LLC · Investment management$904

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

Administrative cost history3
2024$94,425 · 0.35%
2023$39,126 · 0.18%
2022$78,802 · 0.35%
Same employer
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Allied First Bancorp, Inc. IL$31.1M · 0.79%
Eagle Seven IL$30.6M · 0.23%
Opportunity Financial, LLC IL$27.9M · 0.38%
Ticg Holdings, LLC IL$27.8M · 0.48%
Neighborhood Loans, Inc. IL$27.7M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364407380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.