How big is NEA, LLC's plan?

NEA, LLC's plan reported $1.6M in assets and 76 participants for 2023.

Original filing (PDF)20240730151050NAL0044260818001

NEA, LLC

Name: NEA, LLC — GWM Advisors, LLC Profit Sharing 401(k), Form 5500 (2023)
Creator: NEA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GWM Advisors, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · NEA, LLC's GWM Advisors, LLC Profit Sharing 401(k) Plan held $1.6M in plan assets for 76 participants in 2023.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

NEA, LLC's EIN is 46-0854203.

EIN 46-0854203

Plan number 001

Plan year 2023

ACK ID 20240730151050NAL0044260818001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for NEA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

NEA, 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 NEA, 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