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Sponsor portfolio

NOVAK BROTHERS DEVELOPMENT LLC

EIN 47-5169491-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
46
1500 RIVERY BLVD.,SUITE 2200 - GEORGETOWN, TX 78628512-943-4703
Plans on this EIN
2 filings
#001401k-$1.2M - 22 part#002CashBalance-$878K - 24 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • NOVAK 401(K) (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)24
  • NOVAK 401(K) (#001)22
Total 46Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NOVAK 401(K) PLAN

401k

Assets$1.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NOVAK CASH BALANCE PLAN

CashBalance

Assets$878K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NOVAK 401(K) PLAN401k$1.2M222025
002NOVAK CASH BALANCE PLANCashBalance$878K242024
Retirement plans
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