Original filing (PDF)20250729150706NAL0004154880001

ROBERT NAVA INSURANCE AGENCY, INC.

Name: ROBERT NAVA INSURANCE AGENCY, INC. — ROBERT NAVA INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT NAVA INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT NAVA INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT NAVA INSURANCE AGENCY, INC..

Plan sponsor

Name

ROBERT NAVA INSURANCE AGENCY, INC.

EIN

65-0541921all filings

Address

13730 BISCAYNE BLVD · NORTH MIAMI BEACH, FL · 331811620

Phone

(305) 945-5004

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator