What public Form 5500 filings show about the Nelson Andries Tax LLC 401(k) plan — and how to find and check your own account.
Nelson Andries Tax LLC (EIN 82-4931108) reports MASTER PLAN BOOKKEEPING 401(K) PLAN on its most recent Form 5500, with $104K in plan assets across 13 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 Nelson Andries Tax LLC filing — schedules, fees, and providers.
Nelson Andries Tax LLC’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 Nelson Andries Tax LLCHR for the recordkeeper’s name and login.
