How big is NEC Financial Services, LLC's plan?

NEC Financial Services, LLC's plan reported $1.8M in assets and 23 participants for 2024.

Original filing (PDF)20250512141139NAL0025269568001

NEC Financial Services, LLC

Name: NEC Financial Services, LLC — NEC Financial Services, Form 5500 (2024)
Creator: NEC Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEC Financial Services LLC 401(k) Profit Sharing Plan

401(k) retirement plan · NEC Financial Services, LLC's NEC Financial Services LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John Hayes signed NEC Financial Services, LLC's 2024 Form 5500 as plan administrator.

John Hayes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NEC Financial Services, LLC's EIN is 13-3224311.

EIN 13-3224311

Plan number 001

Plan year 2024

ACK ID 20250512141139NAL0025269568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NEC Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NEC Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEC FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score