How big is New Wave Wealth Advisors, LLC's plan?

New Wave Wealth Advisors, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20251007093239NAL0002547363001

New Wave Wealth Advisors, LLC

Name: New Wave Wealth Advisors, LLC — New Wave Wealth, Form 5500 (2024)
Creator: New Wave Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Wave Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · New Wave Wealth Advisors, LLC's New Wave Wealth Advisors, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

New Wave Wealth Advisors, LLC's EIN is 83-3840706.

EIN 83-3840706

Plan number 001

Plan year 2024

ACK ID 20251007093239NAL0002547363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New Wave Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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