How big is New Wave CARD, LP's plan?

New Wave CARD, LP's plan reported $544K in assets and 8 participants for 2024.

Original filing (PDF)20250717162832NAL0001091058001

New Wave CARD, LP

Name: New Wave CARD, LP — Capital on TAP 401(k) Plan, Form 5500 (2024)
Creator: New Wave CARD, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital on TAP 401(k) Plan

401(k) retirement plan · New Wave CARD, LP's Capital on TAP 401(k) Plan held $544K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$544K

Net assets (EOY)

$544K

People on this filing

Marcus Bowie signed New Wave CARD, LP's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

New Wave CARD, LP's EIN is 87-1135013.

EIN 87-1135013

Plan number 001

Plan year 2024

ACK ID 20250717162832NAL0001091058001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New Wave CARD, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

NEW WAVE CARD, LP

EIN

all filings

Address

675 PONCE DE LEON AVE NE #8500 · ATLANTA, GA · 30308

Phone

(833) 972-1323

Industry

Finance & Insurance

Plan administrator