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Original filing (PDF)20250929092742NAL0014965123001
NOVA VENTURES GROUP CORP.
Form 5500
FILING_RECEIVED
NOVA 401(K) PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
228
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVA VENTURES GROUP CORP..
Plan sponsor
Name
NOVA VENTURES GROUP CORP.
EIN
27-2321831
Address
500 EDGEWATER DRIVE, SUITE 585 · WAKEFIELD, MA · 01880
Phone
(781) 897-1216
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
Investments
19 direct securities · 2 pooled funds· $21.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.7M
19 holdings
Common Collective Trust
$457K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GROWTH FUND OF AMER R3 Mutual fund | — | — | — | $2.6M | 12.5% | |
| MFS MODERATE ALLOCATION R3 Mutual fund | — | — | — | $2.6M | 12.2% | |
| COLUMBIA LARGE CAP INDEX A Mutual fund | — | — | — | $2.1M | 9.9% | |
| MFS GROWTH ALLOCATION R3 Mutual fund | — | — | — | $1.7M | 8.0% | |
| JANUS HENDERSON ENTERPRISE A Mutual fund | — | — | — | $1.6M | 7.4% | |
| DAVIS NY VENTURE A Mutual fund | — | — | — | $1.5M | 6.9% | |
| INVESCO U.S. GOVERNMENT MONEY PORT Y Mutual fund | — | — | — | $1.4M | 6.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R3 Mutual fund | — | — | — | $1.3M | 5.9% | |
| MFS AGGRESSIVE GROWTH ALLOCATION R3 Mutual fund | — | — | — | $1.2M | 5.9% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Mutual fund | — | — | — | $981K | 4.6% | |
| MFS VALUE A Mutual fund | — | — | — | $844K | 4.0% | |
| PIMCO TOTAL RETURN A Mutual fund | — | — | — | $697K | 3.3% | |
| MFS CONSERVATIVE ALLOCATION R3 Mutual fund | — | — | — | $652K | 3.1% | |
| COLUMBIA MID CAP INDEX A Mutual fund | — | — | — | $451K | 2.1% | |
| PIONEER STRATEGIC INCOME A Mutual fund | — | — | — | $442K | 2.1% | |
| INVESCO STABLE VALUE TRUST V INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $386K | 1.8% | |
| MFS INFLATION-ADJUSTED BOND R3 Mutual fund | — | — | — | $334K | 1.6% | |
| COLUMBIA SMALL CAP INDEX A Mutual fund | — | — | — | $248K | 1.2% | |
| 8.50% | — | — | — | $85K | 0.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $72K | 0.3% | |
| VICTORY RS SMALL CAP GROWTH A Mutual fund | — | — | — | $15K | <0.1% |
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