How big is Nicholson Wealth Management Group, LLC's plan?

Nicholson Wealth Management Group, LLC's plan reported $533K in assets and 3 participants for 2024.

Original filing (PDF)20250625153715NAL0007965169001

Nicholson Wealth Management Group, LLC

Name: Nicholson Wealth Management Group, LLC — Form 5500 Plan 002 (2024)
Creator: Nicholson Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nicholson Wealth Management Group, LLC 401(k) Plan

401(k) retirement plan · Nicholson Wealth Management Group, LLC's Nicholson Wealth Management Group, LLC 401(k) Plan held $533K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

Plan identifiers

Nicholson Wealth Management Group, LLC's EIN is 82-3146189.

EIN 82-3146189

Plan number 002

Plan year 2024

ACK ID 20250625153715NAL0007965169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nicholson Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nicholson Wealth Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NICHOLSON WEALTH MANAGEMENT GROUP, LLC.

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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