How big is New Wave Financial Services LLC's plan?

New Wave Financial Services LLC's plan reported $550K in assets and 1 participants for 2024.

Original filing (PDF)20250715231901NAL0002746049001

New Wave Financial Services LLC

Name: New Wave Financial Services LLC — New Wave Financial, Form 5500 (2024)
Creator: New Wave Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Wave Financial Services 401(k) Plan

401(k) retirement plan · New Wave Financial Services LLC's New Wave Financial Services 401(k) Plan held $550K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

People on this filing

GREG Meyer signed New Wave Financial Services LLC's 2024 Form 5500 as plan administrator.

GREG Meyer — 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

New Wave Financial Services LLC's EIN is 47-1946059.

EIN 47-1946059

Plan number 002

Plan year 2024

ACK ID 20250715231901NAL0002746049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Wave Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Wave Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW WAVE FINANCIAL SERVICES 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