How big is The Nolan Group, Inc.'s plan?

The Nolan Group, Inc.'s plan reported $1.5M in assets and 1 participants for 2023.

Original filing (PDF)20240709184902NAL0009084531001

The Nolan Group, Inc.

Name: The Nolan Group, Inc. — The Nolan Group Retirement, Form 5500 (2023)
Creator: The Nolan Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Nolan Group Retirement Plan

401(k) retirement plan · The Nolan Group, Inc.'s The Nolan Group Retirement Plan held $1.5M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

The Nolan Group, Inc.'s EIN is 75-2122228.

EIN 75-2122228

Plan number 001

Plan year 2023

ACK ID 20240709184902NAL0009084531001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Nolan Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

THE NOLAN GROUP, INC.

EIN

all filings

Address

4040 N CENTRAL EXPRESSWAY · SUITE 850 · DALLAS, TX · 75204

Phone

(214) 368-0894

Industry

Utilities

Plan administrator