How big is Natural State Wealth Advisors LLC's plan?

Natural State Wealth Advisors LLC's plan reported $81K in assets and 5 participants for 2024.

Original filing (PDF)20250515080619NAL0013285347001

Natural State Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Natural State Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Natural State Wealth Advisors LLC's Natural State Wealth Advisors LLC 401(k) Plan held $81K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

Conor de la ROSA signed Natural State Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Conor de la ROSA — 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

Natural State Wealth Advisors LLC's EIN is 88-2989776.

EIN 88-2989776

Plan number 001

Plan year 2024

ACK ID 20250515080619NAL0013285347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Natural State Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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