Original filing (PDF)20251013134631NAL0003101154001

NAPLES WEALTH STRATEGIES GORUP LLC

Name: NAPLES WEALTH STRATEGIES GORUP LLC — NAPLES WEALTH STRATEGIES GROUP LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NAPLES WEALTH STRATEGIES GORUP LLC

Form 5500-SF

FILING_RECEIVED

NAPLES WEALTH STRATEGIES GROUP LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

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 NAPLES WEALTH STRATEGIES GORUP LLC.

Plan sponsor

Name

NAPLES WEALTH STRATEGIES GORUP LLC

EIN

20-8188428all filings

Address

4933 TAMIAMI TRL N STE 202 · NAPLES, FL · 341033028

Phone

(239) 434-6613

Industry

Finance & Insurancesee all

Plan administrator