GARY D. NELSON ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the GARY D. NELSON ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The GARY D. NELSON ASSOCIATES, INC. 401(k) on its latest Form 5500
GARY D. NELSON ASSOCIATES, INC. (EIN 94-1726599) reports GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $16.8M in plan assets across 519 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 GARY D. NELSON ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the GARY D. NELSON ASSOCIATES, INC. 401(k)?
GARY D. NELSON ASSOCIATES, 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 GARY D. NELSON ASSOCIATES, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRIMARK BENEFITS, PORTICO WEALTH ADVISORS, CHARLES SCHWAB.
How to check your GARY D. NELSON ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GARY D. NELSON ASSOCIATES, 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).