How big is Nelson Brothers Agency's plan?

Nelson Brothers Agency's plan reported $2.8M in assets and 37 participants for 2024.

Original filing (PDF)20250811130845NAL0020820562001

Nelson Brothers Agency

Name: Nelson Brothers Agency — Nelson Brothers Agency, Form 5500 (2024)
Creator: Nelson Brothers Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson Brothers Agency 401(k) Plan

401(k) retirement plan · Nelson Brothers Agency's Nelson Brothers Agency 401(k) Plan held $2.8M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Nelson Brothers Agency's EIN is 42-1388737.

EIN 42-1388737

Plan number 001

Plan year 2024

ACK ID 20250811130845NAL0020820562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson Brothers Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Brothers Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NELSON BROTHERS AGENCY.

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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