How big is Nesser and Nesser Financial Group's plan?

Nesser and Nesser Financial Group's plan reported $630K in assets and 3 participants for 2024.

Original filing (PDF)20250626124736NAL0012464048001

Nesser and Nesser Financial Group

Name: Nesser and Nesser Financial Group — Nesser and, Form 5500 (2024)
Creator: Nesser and Nesser Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nesser and Nesser Financial Group 401(k) PSP

401(k) retirement plan · Nesser and Nesser Financial Group's Nesser and Nesser Financial Group 401(k) PSP held $630K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

People on this filing

LISA Nesser signed Nesser and Nesser Financial Group's 2024 Form 5500 as plan administrator.

LISA Nesser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nesser and Nesser Financial Group's EIN is 47-2904147.

EIN 47-2904147

Plan number 001

Plan year 2024

ACK ID 20250626124736NAL0012464048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nesser and Nesser Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nesser and Nesser Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NESSER AND NESSER FINANCIAL GROUP.

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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