Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
New Venture Advisors LLC
EIN 27-1433311Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
6
2550 N. LAKEVIEW AVE. N1404 - CHICAGO, IL 60614773-245-3570
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEW VENTURE ADVISORS LLC 401(K) PLAN
401(k)
Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEW VENTURE ADVISORS LLC CASH BALANCE PLAN
Traditional DB
Assets$807K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEW VENTURE ADVISORS LLC 401(K) PLAN | 401(k) | $1.6M | 3 | 2025 | |
| 002 | NEW VENTURE ADVISORS LLC CASH BALANCE PLAN | Traditional DB | $807K | 3 | 2025 |
Retirement plans