What public Form 5500 filings show about the Nelson, McPherson, Summers & 401(k) plan — and how to find and check your own account.
Nelson, McPherson, Summers & (EIN 54-0619948) reports NELSON, MCPHERSON, SUMMERS & & SANTOS, LC PROFIT SHARING PLAN on its most recent Form 5500, with $8.7M in plan assets across 9 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, McPherson, Summers & filing — schedules, fees, and providers.
Nelson, McPherson, Summers &’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, McPherson, Summers &HR for the recordkeeper’s name and login.
