How big is Nelson & Affiliates, Inc.'s plan?

Nelson & Affiliates, Inc.'s plan reported $3.1M in assets and 18 participants for 2024.

Original filing (PDF)20250728090947NAL0000748515001

Nelson & Affiliates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Nelson & Affiliates, Inc. Retirement Plan

401(k) retirement plan · Nelson & Affiliates, Inc.'s Nelson & Affiliates, Inc. Retirement Plan held $3.1M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Nelson & Affiliates, Inc.'s EIN is 59-3290782.

EIN 59-3290782

Plan number 001

Plan year 2024

ACK ID 20250728090947NAL0000748515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson & Affiliates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson & Affiliates, Inc.'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 & AFFILIATES, INC..

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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