How big is NCW Advisor, LLC's plan?

NCW Advisor, LLC's plan reported $931K in assets and 1 participants for 2024.

Original filing (PDF)20250716095030NAL0006604834002

NCW Advisor, LLC

Name: NCW Advisor, LLC — NCW Advisor, LLC Profit Sharing, Form 5500 (2024)
Creator: NCW Advisor, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NCW Advisor, LLC Profit Sharing Plan

401(k) retirement plan · NCW Advisor, LLC's NCW Advisor, LLC Profit Sharing Plan held $931K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$931K

Net assets (EOY)

$931K

People on this filing

Jeremy J. Schira signed NCW Advisor, LLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NCW Advisor, LLC's EIN is 26-1357223.

EIN 26-1357223

Plan number 001

Plan year 2024

ACK ID 20250716095030NAL0006604834002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NCW Advisor, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NCW Advisor, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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).

Plan sponsor

Name

NCW ADVISOR, LLC

EIN

all filings

Address

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

Phone

(513) 792-7100

Industry

Finance & Insurance

Plan administrator