Original filing (PDF)20250505163932NAL0018138578001

NELSON CAPITAL

Name: NELSON CAPITAL — NELSON CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: NELSON CAPITAL

Form 5500-SF

FILING_RECEIVED

NELSON CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON CAPITAL.

Plan sponsor

Name

NELSON CAPITAL

EIN

20-0745262

Address

545 MIDDLEFIELD RD. · SUITE 200 · MENLO PARK, CA · 94025

Phone

(650) 322-4000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PA RETIREMENT SOLUTIONS, INC.

PA RETIREMENT SOLUTIONS, INC. 401(K) PLAN

$6.9M · 21 participants

ENCOURAGE CAPITAL, LLC

ENCOURAGE CAPITAL, LLC 401(K) PLAN

$6.9M · 6 participants

KABOUTER MANAGEMENT, LLC

KABOUTER MANAGEMENT, LLC 401(K) PLAN & TRUST

$6.9M · 23 participants

ROSEMORE CAPITAL STRATEGIES, LLC

ROSEMORE EMPLOYEE SAVINGS PLAN AND TRUST

$6.9M · 19 participants

WELLESLEY ASSET MANAGEMENT, INC

WELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST