Julie a Totten signed Carl A. Nelson & Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carl A. Nelson & Company's EIN is 42-0635367.
Download the official 2024 Form 5500 (PDF) for Carl A. Nelson & Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carl A. Nelson & Company's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $21K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP. | — | CHICAGO, IL |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $17K |
| — |
