How big is NOVO Advisors, LLC's plan?

NOVO Advisors, LLC's plan reported $4.4M in assets and 27 participants for 2024.

Original filing (PDF)20250902162211NAL0014454945001

NOVO Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

NOVO 401(k) Plan

401(k) retirement plan · NOVO Advisors, LLC's NOVO 401(k) Plan held $4.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.3M

People on this filing

Wendi Newton signed NOVO Advisors, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

NOVO Advisors, LLC's EIN is 83-2881830.

EIN 83-2881830

Plan number 001

Plan year 2024

ACK ID 20250902162211NAL0014454945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NOVO Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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