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NELSON FAMILY AUTOMOTIVE GROUP, LLC — NELSON FAMILY AUTOMOTIVE GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250922161435NAL0006297200001
NELSON FAMILY AUTOMOTIVE GROUP, LLC
Form 5500-SF
FILING_RECEIVED
NELSON FAMILY AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
156
Accounts w/ balance
62
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NELSON FAMILY AUTOMOTIVE GROUP, LLC
.
Find decision makers
Plan sponsor
Name
NELSON FAMILY AUTOMOTIVE GROUP, LLC
EIN
38-4124906
Address
1615 SO. GOLDENROD ROAD · BURLINGTON, WA · 98233
Phone
(360) 757-7467
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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