Original filing (PDF)20250716095030NAL0006604834002

NCW ADVISOR, LLC

Name: NCW ADVISOR, LLC — NCW ADVISOR, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NCW ADVISOR, LLC

Form 5500-SF

FILING_RECEIVED

NCW ADVISOR, LLC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$931K

Net assets (EOY)

$931K

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 (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NCW ADVISOR, LLC.

Plan sponsor

Name

NCW ADVISOR, LLC

EIN

26-1357223

Address

4500 COOPER RD.-SUITE 301 · CINCINNATI, OH · 45242

Phone

(513) 792-7100

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