Original filing (PDF)20250516104902NAL0029927408001

NVESTFIT LLC

Name: NVESTFIT LLC — NVESTFIT, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NVESTFIT LLC

Form 5500-SF

FILING_RECEIVED

NVESTFIT, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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.

Decision-maker contacts

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

Plan sponsor

Name

NVESTFIT LLC

EIN

81-0684610

Address

195 W PIKE ST · LAWRENCEVILLE, GA · 300464966

Phone

(770) 648-2348

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

2025-05-16

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRONTLINE FINANCIAL GROUP

FRONTLINE FINANCIAL GROUP SOCA BENEFIT PLAN

$2K · 2 participants

TRUSTBRIDGE WEALTH MANAGEMENT

TRUSTBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$2K · 2 participants

LONG SHORT ADVISORS LLC

$2K · 1 participants

MONTREUX INVESTMENTS, LLC

MONTREUX INVESTMENTS, LLC 401(K) PLAN

$2K · 1 participants

MADIGAN WEALTH MANAGEMENT

MADIGAN WEALTH MANAGEMENT MCF BENEFIT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.