· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NELLIS MANAGEMENT COMPANY — NELLIS MANAGEMENT COMPANY 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240719101153NAL0010950544001
NELLIS MANAGEMENT COMPANY
Form 5500-SF
FILING_RECEIVED
NELLIS MANAGEMENT COMPANY 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
15
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
NELLIS MANAGEMENT COMPANY
.
Find decision makers
Plan sponsor
Name
NELLIS MANAGEMENT COMPANY
EIN
42-0884837
Address
2940 104TH ST · URBANDALE, IA · 503223815
Phone
(515) 252-1742
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-19
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
D & D ENTERPRISES
D & D ENTERPRISES 401(K) PLAN
$1.9M · 43 participants
SOUTHERN ROCK RESTAURANTS, LLC
SOUTHERN ROCK RESTAURANTS, LLC 401(K) PLAN PLAN
$1.8M · 902 participants
MICHELL ENTERPRISES, LLC
MICHELL ENTERPRISES, LLC 401(K) AND PROFIT SHARING PLAN
$1.9M · 881 participants
ENGEN ENTERPRISES VENTURES, INC
ENGEN ENTERPRISES VENTURES 401(K) AND PROFIT SHARING PLAN
$1.8M · 389 participants
THE POINSETT CLUB
THE POINSETT CLUB 401(K) RETIREMENT PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 37 participants
COSI RESTAURANT HOLDINGS LLC
COSI RESTAURANT HOLDINGS LLC 401(K) PLAN
$1.9M · 15 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
