Original filing (PDF)20250520133603NAL0001170993001

NVEST WEALTH STRATEGIES, INC.

Name: NVEST WEALTH STRATEGIES, INC. — NVEST WEALTH STRATEGIES INC. 401K PLAN, Form 5500 (2024)
Creator: NVEST WEALTH STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

NVEST WEALTH STRATEGIES INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NVEST WEALTH STRATEGIES, INC.

EIN

20-4461414

Address

9757 FAIRWAY DRIVE · POWELL, OH · 43065

Phone

(614) 389-4646

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

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

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