How big is Nelson & Lindquist, S.C.'s plan?

Nelson & Lindquist, S.C.'s plan reported $358K in assets and 7 participants for 2024.

Original filing (PDF)20250328150842NAL0002018960001

Nelson & Lindquist, S.C.

Name: Nelson & Lindquist, S.C. — Nelson Lindquist 401(k), Form 5500 (2024)
Creator: Nelson & Lindquist, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson Lindquist 401(k) Plan

401(k) retirement plan · Nelson & Lindquist, S.C.'s Nelson Lindquist 401(k) Plan held $358K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

People on this filing

Autumn Lindquist signed Nelson & Lindquist, S.C.'s 2024 Form 5500 as plan administrator.

Autumn Lindquist — 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 & Lindquist, S.C.'s EIN is 26-1676185.

EIN 26-1676185

Plan number 001

Plan year 2024

ACK ID 20250328150842NAL0002018960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson & Lindquist, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson & Lindquist, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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