Original filing (PDF)20250416221111NAL0000139827088

THE HIGH NET WORTH ADVISORY GROUP LLC

Name: THE HIGH NET WORTH ADVISORY GROUP LLC — THE HIGH NET WORTH ADVISORY GROUP 401(K) PLAN, Form 5500 (2024)
Creator: THE HIGH NET WORTH ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE HIGH NET WORTH ADVISORY GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

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 THE HIGH NET WORTH ADVISORY GROUP LLC.

Plan sponsor

Name

THE HIGH NET WORTH ADVISORY GROUP LLC

EIN

84-3585624all filings

Address

8880 TAMIAMI TRAIL N · NAPLES, FL · 34108

Phone

(239) 734-3045

Industry

Finance & Insurancesee all

Plan administrator