How big is Nuvis' plan?

Nuvis' plan reported $3.6M in assets and 17 participants for 2024.

Original filing (PDF)20250505212343NAL0019154738001

Nuvis

Name: Nuvis — Nuvis 401(k) Retirement Savings Plan, Form 5500 (2024)
Creator: Nuvis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nuvis 401(k) Retirement Savings Plan

401(k) retirement plan · Nuvis' Nuvis 401(k) Retirement Savings Plan held $3.6M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Catherine Cardoza signed Nuvis' 2024 Form 5500 as plan administrator.

Catherine Cardoza — 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

Nuvis' EIN is 95-2801396.

EIN 95-2801396

Plan number 001

Plan year 2024

ACK ID 20250505212343NAL0019154738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nuvis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

NUVIS

EIN

all filings

Address

20250 SW ACACIA STREET, SUITE 260 · NEWPORT BEACH, CA · 92660

Phone

(714) 754-7311

Industry

Professional & Technical Services

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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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