Original filing (PDF)20230627115219NAL0006680096001

NVOLV PARTNERS, INC.

Name: NVOLV PARTNERS, INC. — NVOLV PARTNERS 401(K) PLAN, Form 5500 (2022)
Creator: NVOLV PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

NVOLV PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NVOLV PARTNERS, INC..

Plan sponsor

Name

NVOLV PARTNERS, INC.

EIN

16-1619827

Address

140 ALLENS CREEK RD SUITE 1 · ROCHESTER, NY · 14618

Phone

(585) 244-8080

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MATRIX BUSINESS CONCEPTS

MATRIX BUSINESS CONCEPTS 401(K) PROFIT SHARING PLAN

$3.8M · 108 participants

TARGETPATH, LLC

TARGETPATH, LLC 401(K) PROFIT SHARING PLAN

$3.8M · 12 participants

W.D. MANAGEMENT GROUP, LLC

WD MANAGEMENT GROUP, LLC 401(K) PLAN

$3.8M · 2 participants

BUSINESS EXECUTIVES FOR NATIONAL SECURITY

BUSINESS EXECUTIVES FOR NATIONAL SECURITY 401(K) PROFIT SHARING PLAN & TRUST

$3.8M · 34 participants

GRINDLEY WILLIAMS PLLC

GRINDLEY WILLIAMS, PLLC 401(K) PLAN