How big is Gary Nelson's plan?

Gary Nelson's plan covered 194 participants for 2025.

Original filing (PDF)20260512120820NAL0008217664001

Gary Nelson

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

Form 5500-SF

FILING_RECEIVED

Gary Nelson 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gary Nelson's Gary Nelson 401(k) Profit Sharing Plan & Trust covered 194 participants in 2025.

Signals · 1

No auditor on file

Active participants

194

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Edward Rojas signed Gary Nelson's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Gary Nelson's EIN is 34-2033934.

EIN 34-2033934

Plan number 001

Plan year 2025

ACK ID 20260512120820NAL0008217664001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Gary Nelson'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 GARY NELSON.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score