How big is Nelson & Nelson PLLC's plan?

Nelson & Nelson PLLC's plan reported $2.3M in assets and 4 participants for 2025.

Original filing (PDF)20260503150956NAL0003113457001

Nelson & Nelson PLLC

Name: Nelson & Nelson PLLC — Nelson & Nelson PLLC 401(k), Form 5500 (2025)
Creator: Nelson & Nelson PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson & Nelson PLLC 401(k) Plan

401(k) retirement plan · Nelson & Nelson PLLC's Nelson & Nelson PLLC 401(k) Plan held $2.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jane Nelson signed Nelson & Nelson PLLC's 2025 Form 5500 as plan administrator.

Jane Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nelson & Nelson PLLC's EIN is 82-3172470.

EIN 82-3172470

Plan number 001

Plan year 2025

ACK ID 20260503150956NAL0003113457001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nelson & Nelson PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nelson & Nelson PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 & NELSON PLLC.

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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