How big is Nelson BYRD Woltz LLC's plan?

Nelson BYRD Woltz LLC's plan reported $7.2M in assets and 26 participants for 2025.

Original filing (PDF)20260422221943NAL0006428816052

Nelson BYRD Woltz LLC

Name: Nelson BYRD Woltz LLC — Nelson BYRD Woltz 401(k), Form 5500 (2025)
Creator: Nelson BYRD Woltz LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson BYRD Woltz 401(k) Plan

401(k) retirement plan · Nelson BYRD Woltz LLC's Nelson BYRD Woltz 401(k) Plan held $7.2M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Nelson BYRD Woltz LLC's EIN is 20-0559239.

EIN 20-0559239

Plan number 001

Plan year 2025

ACK ID 20260422221943NAL0006428816052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nelson BYRD Woltz LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nelson BYRD Woltz LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NELSON BYRD WOLTZ 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

NELSON BYRD WOLTZ LLC

EIN

all filings

Address

310 EAST MARKET ST · CHARLOTTESVILLE, VA · 22902

Phone

(434) 984-1358

Industry

Professional & Technical Services

Plan administrator