How big is Nelson Management Group Ltd.'s plan?

Nelson Management Group Ltd.'s plan reported $725K in assets and 33 participants for 2024.

Original filing (PDF)20251229201842NAL0019189073001

Nelson Management Group Ltd.

Name: Nelson Management Group Ltd. — Nelson Management, Form 5500 (2024)
Creator: Nelson Management Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson Management Group Ltd. 401(k) Plan

401(k) retirement plan · Nelson Management Group Ltd.'s Nelson Management Group Ltd. 401(k) Plan held $725K in plan assets for 33 participants in 2024.

Signals · 1

Late filing · 1.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

Plan identifiers

Nelson Management Group Ltd.'s EIN is 13-3753880.

EIN 13-3753880

Plan number 001

Plan year 2024

ACK ID 20251229201842NAL0019189073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson Management Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Management Group Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NELSON MANAGEMENT GROUP LTD..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score