How big is Naples Global Advisors LLC's plan?

Naples Global Advisors LLC's plan reported $4.6M in assets and 15 participants for 2025.

Original filing (PDF)20260414093837NAL0018272625001

Naples Global Advisors LLC

Name: Naples Global Advisors LLC — Naples Global Advisors, Form 5500 (2025)
Creator: Naples Global Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naples Global Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Naples Global Advisors LLC's Naples Global Advisors LLC 401(k) Profit Sharing Plan & Trust held $4.6M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Michael Morris signed Naples Global Advisors LLC's 2025 Form 5500 as plan administrator.

Michael Morris — 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

Naples Global Advisors LLC's EIN is 45-2589778.

EIN 45-2589778

Plan number 001

Plan year 2025

ACK ID 20260414093837NAL0018272625001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Naples Global Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Naples Global 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 NAPLES GLOBAL 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