How big is Nova Wealth Management's plan?

Nova Wealth Management's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250613141451NAL0051483714001

Nova Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Nova Wealth Management 401(k) Plan

401(k) retirement plan · Nova Wealth Management's Nova Wealth Management 401(k) Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

AMY Novakovich signed Nova Wealth Management's 2024 Form 5500 as plan administrator.

AMY Novakovich — Plan Administrator — Form 5500 signer
James Novakovich — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Nova Wealth Management's EIN is 45-4136167.

EIN 45-4136167

Plan number 001

Plan year 2024

ACK ID 20250613141451NAL0051483714001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nova Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

NOVA WEALTH MANAGEMENT

EIN

all filings

Address

24311 WALDEN CENTER DR. #200 · BONITA SPRINGS, FL · 34134

Phone

(239) 444-1794

Industry

Finance & Insurance

Plan administrator