What public Form 5500 filings show about the Nelson Brothers Agency 401(k) plan — and how to find and check your own account.
Nelson Brothers Agency (EIN 42-1388737) reports NELSON BROTHERS AGENCY 401(K) PLAN on its most recent Form 5500, with $2.8M in plan assets across 37 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 Brothers Agency filing — schedules, fees, and providers.
Nelson Brothers Agency’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 Brothers AgencyHR for the recordkeeper’s name and login.
