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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

NELSON FINANCIAL PARTNERS, LLC 401(k) Plan

What public Form 5500 filings show about the NELSON FINANCIAL PARTNERS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$301K
Participants
1
Plans on file
1

The NELSON FINANCIAL PARTNERS, LLC 401(k) on its latest Form 5500

NELSON FINANCIAL PARTNERS, LLC (EIN 20-4185649) reports NELSON FINANCIAL PARTNERS, LLC 401K PLAN on its most recent Form 5500, with $301K in plan assets across 1 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 FINANCIAL PARTNERS, LLC filing — schedules, fees, and providers.

Who runs the NELSON FINANCIAL PARTNERS, LLC 401(k)?

NELSON FINANCIAL PARTNERS, 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 FINANCIAL PARTNERS, LLCHR for the recordkeeper’s name and login.

How to check your NELSON FINANCIAL PARTNERS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask NELSON FINANCIAL PARTNERS, LLC 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).
More on this employer: NELSON FINANCIAL PARTNERS, LLC — all Form 5500 filings (EIN 20-4185649) · Virginia employer EIN lookup · Form 5500 search
NELSON FINANCIAL PARTNERS, LLC 401(k) Plan — Form 5500