How big is Nautica Wealth Advisors, LLC's plan?

Nautica Wealth Advisors, LLC's plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20250623160159NAL0015855026001

Nautica Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Nautica Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Nautica Wealth Advisors, LLC's Nautica Wealth Advisors LLC 401(k) Plan held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jayne Byrne signed Nautica Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Jayne Byrne — 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

Nautica Wealth Advisors, LLC's EIN is 27-1639754.

EIN 27-1639754

Plan number 001

Plan year 2024

ACK ID 20250623160159NAL0015855026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nautica Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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