What public Form 5500 filings show about the Nelson Brothers, Inc. 401(k) plan — and how to find and check your own account.
Nelson Brothers, Inc. (EIN 63-0479482) reports NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN on its most recent Form 5500, with $54.8M in plan assets across 489 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, Inc. filing — schedules, fees, and providers.
Nelson Brothers, 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 Nelson Brothers, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MURFEE MEADOWS, VOYA RETIREMENT INSURANCE & ANNUITY, BLUE CROSS BLUE SHIELD OF ALABAMA, LEAFHOUSE FINANCIAL ADVISORS.
