Invicta Capital LLC
Oakmont, PA
Invicta Capital LLC of Oakmont, PA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $75,035 in reported broker commissions (plan year 2024).
Quick answer
Invicta Capital LLC (Oakmont, PA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Invicta Capital LLC have?
- Invicta Capital LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Invicta Capital LLC's largest employer clients?
- By plan participants, the largest include Shelly & Sands, Inc. (342 participants), Graham Dealerships Companies, Inc. (169 participants) and Levering Management Inc. (136 participants).
- How much does Invicta Capital LLC earn in commissions?
- Insurers reported $75,035 in broker commissions paid to Invicta Capital LLC for plan year 2024, per Schedule A Part 1.
- Where is Invicta Capital LLC located?
- Invicta Capital LLC is based in Oakmont, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Invicta Capital LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Shelly & Sands, Inc. | OH | 342 | 2024-12-31 |
| Graham Dealerships Companies, Inc. | OH | 169 | 2024-12-31 |
| Levering Management Inc. | OH | 136 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.