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Sponsor portfolio

NOVO ADVISORS, LLC

EIN 83-2881830-management consulting-Latest filing 2025
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
69
200 WEST MADISON STREET, SUITE 1000 - CHICAGO, IL 60606312-961-6854novo-advisors.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$7.3M - 50 part#002CashBalance-$4.0M - 19 part

Retirement portfolio analytics

2 plans aggregated / $11.3M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • NOVO 401(K) (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $11.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NOVO 401(K) (#001)50
  • CASH BALANCE PLAN (#002)19
Total 69Click 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

NOVO 401(K) PLAN

401k

Assets$7.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NOVO CASH BALANCE PLAN

CashBalance

Assets$4.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NOVO 401(K) PLAN401k$7.3M502025
002NOVO CASH BALANCE PLANCashBalance$4.0M192025
Retirement plans
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