Original filing (PDF)20250718074129NAL0000620707001

NOVANI, LLC

Name: NOVANI, LLC — NOVANI, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: NOVANI, LLC

Form 5500-SF

FILING_RECEIVED

NOVANI, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVANI, LLC.

Plan sponsor

Name

NOVANI, LLC

EIN

94-3314612

Address

601 MONTGOMERY STREET · SUITE 750 · SAN FRANCISCO, CA · 94111

Phone

(415) 731-1111

Industry

Professional & Technical Servicessee 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CUESTA PARTNERS

CUESTA PARTNERS 401(K) PLAN

$4.8M · 46 participants

TURN-KEY DISTRIBUTION SYSTEMS, INC.

TURN-KEY DISTRIBUTION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

$4.8M · 11 participants

POWER AUCTIONS LLC

POWER AUCTIONS 401(K) SAVINGS PLAN

$4.8M · 35 participants

LIVEFRONT, INC.

LIVEFRONT 401(K) PROFIT SHARING PLAN

$4.8M · 89 participants

MAINSTAY TECHNOLOGIES, INC.

MAINSTAY TECHNOLOGIES, LLC 401(K) PLAN

$4.8M · 99 participants