How big is Staci Hartman-Nelson PC LLO's plan?

Staci Hartman-Nelson PC LLO's plan reported $259K in assets and 2 participants for 2024.

Original filing (PDF)20250527132652NAL0017180594001

Staci Hartman-Nelson PC LLO

Name: Staci Hartman-Nelson PC LLO — Staci Hartman-Nelson, Form 5500 (2024)
Creator: Staci Hartman-Nelson PC LLO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Staci Hartman-Nelson 401 K Profit Sharing Plan

401(k) retirement plan · Staci Hartman-Nelson PC LLO's Staci Hartman-Nelson 401 K Profit Sharing Plan held $259K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

People on this filing

Staci Hartman-Nelson signed Staci Hartman-Nelson PC LLO's 2024 Form 5500 as plan administrator.

Staci Hartman-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

Staci Hartman-Nelson PC LLO's EIN is 27-0806838.

EIN 27-0806838

Plan number 001

Plan year 2024

ACK ID 20250527132652NAL0017180594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Staci Hartman-Nelson PC LLO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Staci Hartman-Nelson PC LLO'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 STACI HARTMAN-NELSON PC LLO.

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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

Knocking points off