How big is Nealy Pierce LLC's plan?

Nealy Pierce LLC's plan reported $2.9M in assets and 11 participants for 2024.

Original filing (PDF)20250603143020NAL0018574704001

Nealy Pierce LLC

Name: Nealy Pierce LLC — Nealy Pierce 401(k), Form 5500 (2024)
Creator: Nealy Pierce LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nealy Pierce 401(k)

401(k) retirement plan · Nealy Pierce LLC's Nealy Pierce 401(k) held $2.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Nealy Pierce LLC's EIN is 45-2589655.

EIN 45-2589655

Plan number 001

Plan year 2024

ACK ID 20250603143020NAL0018574704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nealy Pierce LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nealy Pierce LLC'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 NEALY PIERCE LLC.

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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.

Plan sponsor

Name

NEALY PIERCE LLC

EIN

all filings

Address

404 SW COLUMBIA STREET, SUITE 225 · BEND, OR · 97702

Phone

(972) 318-9802

Industry

Professional & Technical Services

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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