· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NMR ADVISORY — NMR ADVISORY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013010127NAL0000247667001
NMR ADVISORY
Form 5500-SF
FILING_RECEIVED
NMR ADVISORY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$754K
Net assets (EOY)
$754K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NMR ADVISORY
.
Find decision makers
Plan sponsor
Name
NMR ADVISORY
EIN
86-1442141
Address
9345 CRESTA DRIVE · LOS ANGELES, CA · 90035
Phone
(310) 435-5509
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
NONPROFIT NEW YORK
NONPROFIT NEW YORK 401(K) PROFIT SHARING PLAN & TRUST
$754K · 9 participants
FIGLY INC.
FIGLY INC. RETIREMENT PLAN
$754K · 12 participants
PLUMBING INNOVATORS INC
PLUMBING INNOVATORS INC 401(K) PROFIT SHARING PLAN & TRUST
$754K · 20 participants
REVAMPED SECURITY SOLUTIONS LLC
REVAMPED SECURITY SOLUTIONS 401(K) PLAN
$754K · 40 participants
J&B FRANCHISE VENTURE, INC.
J&B FRANCHISE VENTURE, INC. CASH BALANCE PENSION PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$753K · 10 participants
SEGUE CORPORATION
SEGUE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$754K · 60 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B