How big is NRI Wealth Management's plan?

NRI Wealth Management's plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20251016004024NAL0007555504001

NRI Wealth Management

Name: NRI Wealth Management — NRI Wealth Management 401(k), Form 5500 (2024)
Creator: NRI Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NRI Wealth Management 401(k) Plan

401(k) retirement plan · NRI Wealth Management's NRI Wealth Management 401(k) Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

NRI Wealth Management's EIN is 45-4999270.

EIN 45-4999270

Plan number 001

Plan year 2024

ACK ID 20251016004024NAL0007555504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NRI Wealth Management'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 NRI 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