How big is Nabity Business Advisors' plan?

Nabity Business Advisors' plan reported $860K in assets and 2 participants for 2024.

Original filing (PDF)20251007160056NAL0002595363001

Nabity Business Advisors

Name: Nabity Business Advisors — Nabity Business Advisors, Form 5500 (2024)
Creator: Nabity Business Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nabity Business Advisors 401(k) Plan

401(k) retirement plan · Nabity Business Advisors' Nabity Business Advisors 401(k) Plan held $860K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

Plan identifiers

Nabity Business Advisors' EIN is 47-0681890.

EIN 47-0681890

Plan number 001

Plan year 2024

ACK ID 20251007160056NAL0002595363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nabity Business Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nabity Business Advisors' plan includes a 401(k) feature, profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NABITY BUSINESS ADVISORS.

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

NABITY BUSINESS ADVISORS

EIN

all filings

Address

9802 NICHOLAS STREET, SUITE 105 · OMAHA, NE · 68114

Phone

(402) 391-0222

Industry

Finance & Insurance

Plan administrator