How big is Nelson Capital's plan?

Nelson Capital's plan reported $8.2M in assets and 9 participants for 2025.

Original filing (PDF)20260407085652NAL0004898931001

Nelson Capital

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

Form 5500-SF

FILING_RECEIVED

Nelson Capital Management 401(k) Retirement Plan

401(k) retirement plan · Nelson Capital's Nelson Capital Management 401(k) Retirement Plan held $8.2M in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan identifiers

Nelson Capital's EIN is 20-0745262.

EIN 20-0745262

Plan number 001

Plan year 2025

ACK ID 20260407085652NAL0004898931001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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