How big is ANN Novosel, CFP's plan?

ANN Novosel, CFP's plan reported $13.3M in assets and 3 participants for 2024.

Original filing (PDF)20250714153931NAL0001228577001

ANN Novosel, CFP

Name: ANN Novosel, CFP — ANN Novosel, CFP 401(k) Plan, Form 5500 (2024)
Creator: ANN Novosel, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANN Novosel, CFP 401(k) Plan

401(k) retirement plan · ANN Novosel, CFP's ANN Novosel, CFP 401(k) Plan held $13.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

Plan identifiers

ANN Novosel, CFP's EIN is 91-1616722.

EIN 91-1616722

Plan number 002

Plan year 2024

ACK ID 20250714153931NAL0001228577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANN Novosel, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ANN Novosel, CFP'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 ANN NOVOSEL, CFP.

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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

Knocking points off