How big is Nelson & Ward's plan?

Nelson & Ward's plan reported $2.9M in assets and 15 participants for 2025.

Original filing (PDF)20260329222047NAL0008580945001

Nelson & Ward

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

Form 5500-SF

FILING_RECEIVED

Nelson & Ward 401(k) Plan

401(k) retirement plan · Nelson & Ward's Nelson & Ward 401(k) Plan held $2.9M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Nelson & Ward's EIN is 22-1148910.

EIN 22-1148910

Plan number 001

Plan year 2025

ACK ID 20260329222047NAL0008580945001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Nelson & Ward'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 & WARD.

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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.

Plan sponsor

Name

NELSON & WARD

EIN

all filings

Address

120 WOOD AVENUE SOUTH, SUITE 400 · ISELIN, NJ · 08830

Phone

(973) 379-7270

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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