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Form 5500 · Retirement plan · BALA CYNWYD, PA

NOVAK FRANCELLA LLC

The filing calls this plan NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN.

NOVAK FRANCELLA LLC of BALA CYNWYD, PA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NATIONWIDE LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1436956 · plan 001 · plan year 2024, filed Oct 1, 2025

Participants at the start of the year
179
Contracts on file
1
Contract value
$44,091
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NATIONWIDE LIFE INSURANCE COMPANY.

The contracts held $44,091 at the end of the plan year, as reported on Schedule A.

$80 in agent commissions is disclosed across the contracts; MML INVESTORS SERVICES, LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC170December$44,091$80

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
NOVAK FRANCELLA LLC
EIN 61-1436956
NATIONWIDE
Recordkeeping and information management · EIN 31-4156830
$25,767
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$24,107,418
Paid out in benefits
$869,529
Participants at the start of the year
179
Participants with account balances
170

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 31-4156830
NATIONWIDE
Independent accountantEIN 83-0414789
TORRILLO & ASSOCIATES, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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