How big is NAVE Bank's plan?

NAVE Bank's plan reported $2.0M in assets and 37 participants for 2024.

Original filing (PDF)20250919132805NAL0003609714001

NAVE Bank

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

Form 5500-SF

FILING_RECEIVED

NAVE Bank 401(k)

Defined-contribution retirement plan · NAVE Bank's NAVE Bank 401(k) held $2.0M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Javier Rodriguez signed NAVE Bank's 2024 Form 5500 as plan administrator.

Javier Rodriguez — 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

NAVE Bank's EIN is 66-0981187.

EIN 66-0981187

Plan number 001

Plan year 2024

ACK ID 20250919132805NAL0003609714001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NAVE Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

NAVE BANK

EIN

all filings

Address

1608 PONCE DE LEON AVENUE · SAN JUAN, PR · 00909

Phone

(787) 482-8008

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

3C · Not intended to be qualified

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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