How big is Nelson Financial Partners, LLC's plan?

Nelson Financial Partners, LLC's plan reported $301K in assets and 1 participants for 2024.

Original filing (PDF)20250514162745NAL0043366642001

Nelson Financial Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Nelson Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Nelson Financial Partners, LLC's Nelson Financial Partners, LLC 401(k) Plan held $301K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

People on this filing

Julie Nelson signed Nelson Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Julie Nelson — 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

Nelson Financial Partners, LLC's EIN is 20-4185649.

EIN 20-4185649

Plan number 001

Plan year 2024

ACK ID 20250514162745NAL0043366642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Financial Partners, 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 NELSON FINANCIAL PARTNERS, LLC.

Finding similar companies…

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