Original filing (PDF)20250721082416NAL0000446339001

NELSON & COMPANY LLC

Name: NELSON & COMPANY LLC — NELSON & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NELSON & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

NELSON & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 & COMPANY LLC.

Plan sponsor

Name

NELSON & COMPANY LLC

EIN

20-4835110

Address

3914 BEACH BLVD. · JACKSONVILLE, FL · 32207

Phone

(904) 874-6408

Industry

Wholesale Tradesee 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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

ALB INDUSTRIAL SUPPLIES INC

ALB INDUSTRIAL SUPPLIES INC PROFIT SHARING PLAN

$4.5M · 6 participants

PLUMBERS & FACTORY SUPPLIES, INC.

PLUMBERS & FACTORY SUPPLIES, INC. 401(K) PROFIT SHARING PLAN

$4.5M · 22 participants

MCFADDEN-DALE INDUSTRIAL HARDWARE LLC

MCFADDEN-DALE INDUSTRIAL HARDWARE LLC 401(K) PLAN

$4.5M · 68 participants

WASHER SPECIALTIES CO.

WASHER SPECIALTIES CO. 401(K) PROFIT SHARING PLAN

$4.5M · 51 participants

CLIMATE INDUSTRIES INC.