· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEVADA SENIOR ADVISORS — NEVADA SENIOR ADVISORS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014175048NAL0007070594001
NEVADA SENIOR ADVISORS
Form 5500-SF
FILING_RECEIVED
NEVADA SENIOR ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$523K
Net assets (EOY)
$523K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEVADA SENIOR ADVISORS
.
Find decision makers
Plan sponsor
Name
NEVADA SENIOR ADVISORS
EIN
72-1603833
Address
1100 CAUGHLIN CROSSING · SUITE 60 · RENO, NV · 89519
Phone
(775) 674-2223
Industry
Finance & Insurance
see all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
GLOBAL INDEMNITY GROUP, LLC
GLOBAL INDEMNITY MEDICAL BENEFIT PLAN
$530K · 209 participants
SHIPPERS INSURANCE PROGRAM AGE
SHIPPERS INSURANCE PROGRAM AGE 401(K) PROFIT SHARING PLAN & TRUST
$515K · 3 participants
AUTOCOMPLETE INC.
AUTOCOMPLETE 401(K) PLAN
$514K · 41 participants
TRANSIT FINANCIAL, LLC
TRANSIT FINANCIAL, LLC 401(K) PLAN
$512K · 19 participants
HERITAGE MUTUAL INSURANCE ASSOCIATION
HERITAGE MUTUAL INSURANCE ASSOCIATION 401(K) PLAN
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$507K · 19 participants
OAKWOOD MUTUAL INSURANCE COMPANY
OAKWOOD MUTUAL 401(K) PLAN
$548K · 9 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B
