Original filing (PDF)20250612144523NAL0014905395001

JARED D NEILSEN & ASSOCIATES P

Name: JARED D NEILSEN & ASSOCIATES P — JARED D NEILSEN & ASSOCIATES P 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JARED D NEILSEN & ASSOCIATES P

Form 5500-SF

FILING_RECEIVED

JARED D NEILSEN & ASSOCIATES P 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$790K

Net assets (EOY)

$790K

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JARED D NEILSEN & ASSOCIATES P.

Plan sponsor

Name

JARED D NEILSEN & ASSOCIATES P

EIN

76-0670924all filings

Address

PO BOX 999 · SMITHVILLE, TX · 789570999

Phone

(713) 858-8629

Industry