Original filing (PDF)20250715131906NAL0002202161001

KNAV ADVISORY INC

Name: KNAV ADVISORY INC — KNAV ADVISORY INC. 401(K) PLAN, Form 5500 (2024)
Creator: KNAV ADVISORY INC

Form 5500-SF

FILING_RECEIVED

KNAV ADVISORY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$871K

Net assets (EOY)

$871K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KNAV ADVISORY INC.

Plan sponsor

Name

KNAV ADVISORY INC

EIN

20-2751082all filings

Address

990 HAMMOND DR. · NE # 850 · ATLANTA, GA · 30328

Phone

(678) 584-1200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KAUFMAN & KAUFMAN PC

KAUFMAN & KAUFMAN 401(K) PLAN

$870K · 5 participants

TRAINER, WRIGHT & PATERNO

TRAINER, WRIGHT & PATERNO CPAS 401K PLAN

$870K · 16 participants

SUZANNE M. LOBIONDO, CPA P.C.

SUZANNE M. LOBIONDO, CPA P.C. 401(K) PLAN

$869K · 4 participants

HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION

HARRELL & ASSOCIATES, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

$872K · 2 participants

UNALP CPA GROUP, INC.

UNALP CPA GROUP 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.