How big is Nebel Financial Services, LLC's plan?

Nebel Financial Services, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250910110515NAL0013407283001

Nebel Financial Services, LLC

Name: Nebel Financial Services, LLC — Andrew D. Wade, Form 5500 (2024)
Creator: Nebel Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew D. Wade 401(k) Plan

401(k) retirement plan · Nebel Financial Services, LLC's Andrew D. Wade 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Nebel Financial Services, LLC's EIN is 36-4741618.

EIN 36-4741618

Plan number 001

Plan year 2024

ACK ID 20250910110515NAL0013407283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nebel Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nebel Financial Services, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEBEL FINANCIAL SERVICES, LLC.

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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