What public Form 5500 filings show about the Nelson Consulting LLC DBA Pivot Strategies 401(k) plan — and how to find and check your own account.
Nelson Consulting LLC DBA Pivot Strategies (EIN 47-3861725) reports UNAPOLOGETICALLY HUNGRY EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $1.4M in plan assets across 14 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 Consulting LLC DBA Pivot Strategies filing — schedules, fees, and providers.
Nelson Consulting LLC DBA Pivot Strategies’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 Consulting LLC DBA Pivot StrategiesHR for the recordkeeper’s name and login.
