How big is Nelson & Kennard, LLP's plan?

Nelson & Kennard, LLP's plan reported $8.6M in assets and 76 participants for 2024.

Original filing (PDF)20251010161459NAL0008005073001

Nelson & Kennard, LLP

Name: Nelson & Kennard, LLP — Nelson & Kennard 401(k), Form 5500 (2024)
Creator: Nelson & Kennard, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson & Kennard 401(k) Profit Sharing Plan

401(k) retirement plan · Nelson & Kennard, LLP's Nelson & Kennard 401(k) Profit Sharing Plan held $8.6M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Nelson & Kennard, LLP's EIN is 68-0143389.

EIN 68-0143389

Plan number 001

Plan year 2024

ACK ID 20251010161459NAL0008005073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson & Kennard, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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