How big is Nvest Financial, LLC.'s plan?

Nvest Financial, LLC.'s plan reported $963K in assets and 10 participants for 2024.

Original filing (PDF)20250603121131NAL0007589443001

Nvest Financial, LLC.

Name: Nvest Financial, LLC. — Nvest 401(k) Plan, Form 5500 (2024)
Creator: Nvest Financial, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nvest 401(k) Plan

401(k) retirement plan · Nvest Financial, LLC.'s Nvest 401(k) Plan held $963K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

People on this filing

Nichole Raftopoulos signed Nvest Financial, LLC.'s 2024 Form 5500 as plan administrator.

Nichole Raftopoulos — 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

Nvest Financial, LLC.'s EIN is 81-0615465.

EIN 81-0615465

Plan number 001

Plan year 2024

ACK ID 20250603121131NAL0007589443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nvest Financial, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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