How big is Nelson Consulting LLC DBA Pivot Strategies' plan?

Nelson Consulting LLC DBA Pivot Strategies' plan reported $1.4M in assets and 14 participants for 2024.

Original filing (PDF)20251002070832NAL0000144753001

Nelson Consulting LLC DBA Pivot Strategies

Name: Nelson Consulting LLC DBA Pivot Strategies — Form 5500 Plan 001 (2024)
Creator: Nelson Consulting LLC DBA Pivot Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unapologetically Hungry Employee Retirement Plan

401(k) retirement plan · Nelson Consulting LLC DBA Pivot Strategies' Unapologetically Hungry Employee Retirement Plan held $1.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Stacia Nelson signed Nelson Consulting LLC DBA Pivot Strategies' 2024 Form 5500 as plan administrator.

Stacia Nelson — 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

Nelson Consulting LLC DBA Pivot Strategies' EIN is 47-3861725.

EIN 47-3861725

Plan number 001

Plan year 2024

ACK ID 20251002070832NAL0000144753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson Consulting LLC DBA Pivot Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Consulting LLC DBA Pivot Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING LLC DBA PIVOT STRATEGIES.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

NELSON CONSULTING LLC DBA PIVOT STRATEGIES

EIN

all filings

Address

200 SOUTHDALE CENTER, LIFE TIME WOR · EDINA, MN · 55435

Phone

(612) 460-5250

Industry

Professional & Technical Services

Plan administrator