Original filing (PDF)20251009154601NAL0004054691001

NOVUS INVESTMENTS, LLC

Name: NOVUS INVESTMENTS, LLC — NOVUS INVESTMENTS 401(K) PLAN, Form 5500 (2024)
Creator: NOVUS INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

NOVUS INVESTMENTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVUS INVESTMENTS, LLC.

Plan sponsor

Name

NOVUS INVESTMENTS, LLC

EIN

75-3162288

Address

2121 N. CALIFORNIA BLVD, SUITE 830 · WALNUT CREEK, CA · 94596

Phone

(925) 362-8510

Industry

Finance & Insurancesee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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