How big is Gerald NELL, Inc.'s plan?

Gerald NELL, Inc.'s plan reported $3.6M in assets and 19 participants for 2024.

Original filing (PDF)20250625084854NAL0018472834001

Gerald NELL, Inc.

Name: Gerald NELL, Inc. — Gerald NELL, Inc. 401(k), Form 5500 (2024)
Creator: Gerald NELL, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerald NELL, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Gerald NELL, Inc.'s Gerald NELL, Inc. 401(k) Retirement Savings Plan held $3.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Gerald NELL, Inc.'s EIN is 39-1078849.

EIN 39-1078849

Plan number 001

Plan year 2024

ACK ID 20250625084854NAL0018472834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerald NELL, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerald NELL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

GERALD NELL, INC.

EIN

all filings

Address

W229 N1680 WESTWOOD DRIVE, STE A · WAUKESHA, WI · 53186

Phone

(262) 513-3750

Industry

Construction

Plan administrator