Filings through .
Nova 401(k) Associates
Matched across 23 name variants in the filings
Nova 401(k) Associates summary
Nova 401(k) Associates appears on 236 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.0B in assets for 200,574 participants. The median client plan holds $16.9M. Most client plans are sponsored in TX, CA and AZ. The largest clients by plan assets are Standard Retirement Services, Inc., Midflorida Credit Union and Dwwto. Plans reported $4.1M in direct and indirect compensation paid to Nova 401(k) Associates. The median is $12K per plan.
- Participants
- 200,574
- Median plan assets
- $16.9M
- Median plan participants
- 350
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Standard Retirement Services, Inc. | OR | $163M | 4,138 |
| Midflorida Credit Union, plan 001 | FL | $151M | 739 |
| Dwwto | CA | $144M | 2,210 |
| Carolina Dealerships Inc. | NC | $138M | 3,927 |
| 9 Dot Education Solutions, LLC | CA | $127M | 2,306 |
| Iss Facility Services, Inc. | TX | $127M | 6,079 |
| Menzies Aviation (USA), Inc. | TX | $124M | 6,627 |
| Midflorida Credit Union, plan 033 | FL | $112M | 1,796 |
| Scout Energy Management, LLC | TX | $104M | 1,440 |
| Ranger Energy Services, LLC | TX | $93.6M | 2,091 |
| Ellison Technologies, Inc. | CA | $88.7M | 563 |
| Worldwide Flight Services, Inc. | TX | $83.3M | 16,245 |
| Prime Controls, L.P. | TX | $80.8M | 918 |
| DKK Holding Co., Ltd | TX | $80.7M | 855 |
| Mac Haik Management LLC | TX | $78.2M | 2,903 |
| Innovex International, Inc. | TX | $77.2M | 1,516 |
| Icon Information Consultants, LP | TX | $76.7M | 7,692 |
| Innovex International, Inc. | TX | $63.5M | 1,509 |
| Cnhi, LLC | AL | $63.3M | 1,485 |
| PCX Aerostructures, LLC | CT | $61.8M | 818 |
| Stellantis Financial Services, Inc. | TX | $60.7M | 1,544 |
| Oprona, Inc. | TX | $60.0M | 775 |
| Thrive Partners, LLC | OK | $59.2M | 1,823 |
| Hi-Temp Insulation, Inc. | CA | $58.9M | 685 |
| Leaffilter North, LLC | OH | $57.9M | 3,505 |
- ORParticipants 4,138
- FLParticipants 739
- Dwwto$144MCAParticipants 2,210
- NCParticipants 3,927
- CAParticipants 2,306
- TXParticipants 6,079
- TXParticipants 6,627
- FLParticipants 1,796
- TXParticipants 1,440
- TXParticipants 2,091
- CAParticipants 563
- TXParticipants 16,245
- Prime Controls, L.P.$80.8MTXParticipants 918
- DKK Holding Co., Ltd$80.7MTXParticipants 855
- Mac Haik Management LLC$78.2MTXParticipants 2,903
- TXParticipants 1,516
- TXParticipants 7,692
- TXParticipants 1,509
- Cnhi, LLC$63.3MALParticipants 1,485
- PCX Aerostructures, LLC$61.8MCTParticipants 818
- TXParticipants 1,544
- Oprona, Inc.$60.0MTXParticipants 775
- Thrive Partners, LLC$59.2MOKParticipants 1,823
- Hi-Temp Insulation, Inc.$58.9MCAParticipants 685
- Leaffilter North, LLC$57.9MOHParticipants 3,505
Top client states
- TX118 plans
- CA17 plans
- AZ14 plans
- NC13 plans
- OK11 plans
Frequently asked questions
- Who uses Nova 401(k) Associates?
- 236 retirement plans list Nova 401(k) Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Standard Retirement Services, Inc., Midflorida Credit Union, Dwwto, Carolina Dealerships Inc. and 9 Dot Education Solutions, LLC. Most client plans are sponsored in TX, CA and AZ.
- How many plans does Nova 401(k) Associates serve?
- Nova 401(k) Associates serves 236 retirement plans with $6.0B in plan assets and 200,574 participants, based on the latest Form 5500 filings through 2024.
- What does Nova 401(k) Associates charge?
- Plans reported $4.1M in total Schedule C compensation paid to Nova 401(k) Associates. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Nova 401(k) Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| BlackRock | 10 |
| Capital Group | 9 |
| Vanguard | 9 |
| Fidelity (FMR) | 6 |
| MFS (Sun Life) | 5 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.