Nesser and Nesser Financial Group 401(k) Plan

The Nesser and Nesser Financial Group 401(k) on its latest Form 5500

Nesser and Nesser Financial Group (EIN 47-2904147) reports NESSER AND NESSER FINANCIAL GROUP 401K PSP on its most recent Form 5500, with $630K in plan assets across 3 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 Nesser and Nesser Financial Group filing — schedules, fees, and providers.

Who runs the Nesser and Nesser Financial Group 401(k)?

Nesser and Nesser Financial Group’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 Nesser and Nesser Financial GroupHR for the recordkeeper’s name and login.

How to check your Nesser and Nesser Financial Group 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Nesser and Nesser Financial Group 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).