DANIEL NELSON FINANCIAL SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the DANIEL NELSON FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.
The DANIEL NELSON FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500
DANIEL NELSON FINANCIAL SERVICES, INC. (EIN 83-1028947) reports NELSON FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $26K in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full DANIEL NELSON FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.
Who runs the DANIEL NELSON FINANCIAL SERVICES, INC. 401(k)?
DANIEL NELSON FINANCIAL SERVICES, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask DANIEL NELSON FINANCIAL SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your DANIEL NELSON FINANCIAL SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DANIEL NELSON FINANCIAL SERVICES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).