How big is Nautilus Wealth Management, LLC's plan?

Nautilus Wealth Management, LLC's plan reported $649K in assets and 3 participants for 2024.

Original filing (PDF)20250519101818NAL0000682288001

Nautilus Wealth Management, LLC

Name: Nautilus Wealth Management, LLC — Nautilus Wealth, Form 5500 (2024)
Creator: Nautilus Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nautilus Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Nautilus Wealth Management, LLC's Nautilus Wealth Management 401(k) Profit Sharing Plan held $649K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

Plan identifiers

Nautilus Wealth Management, LLC's EIN is 26-1839053.

EIN 26-1839053

Plan number 001

Plan year 2024

ACK ID 20250519101818NAL0000682288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nautilus Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAUTILUS WEALTH MANAGEMENT, 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