Original filing (PDF)20250116091704NAL0013591043001

AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC.

Name: AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC. — NELSON AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

NELSON AGENCY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

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.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC..

Plan sponsor

Name

AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC.

EIN

27-1669832all filings

Address

1144 WATERSTONE CT · GRAFTON, WI · 53024

Phone

(262) 284-4211

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator