How big is Nuwealth Advisors, LLC's plan?

Nuwealth Advisors, LLC's plan reported $56K in assets and 2 participants for 2025.

Original filing (PDF)20260211153945NAL0005213507001

Nuwealth Advisors, LLC

Name: Nuwealth Advisors, LLC — Nuwealth Advisors, LLC, Form 5500 (2025)
Creator: Nuwealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nuwealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Nuwealth Advisors, LLC's Nuwealth Advisors, LLC 401(k) Plan held $56K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Kaylan Andersen signed Nuwealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Kaylan Andersen — 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

Nuwealth Advisors, LLC's EIN is 93-3020442.

EIN 93-3020442

Plan number 001

Plan year 2025

ACK ID 20260211153945NAL0005213507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nuwealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nuwealth 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 NUWEALTH 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