Original filing (PDF)20250730134516NAL0002410451001

NATIONWIDE PLANNING ASSOCIATES INC

Name: NATIONWIDE PLANNING ASSOCIATES INC — NATIONWIDE PLANNING ASSOCIATES INC RETIREMENT PLAN, Form 5500 (2024)
Creator: NATIONWIDE PLANNING ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

NATIONWIDE PLANNING ASSOCIATES INC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NATIONWIDE PLANNING ASSOCIATES INC

EIN

22-3196827all filings

Address

31 CALAF STREET · HATO REY, PR · 00918

Phone

(787) 331-1620

Industry

Finance & Insurancesee all

Plan administrator