Original filing (PDF)20250922121348NAL0006063520001

NAGEL WEALTH MANAGEMENT, LLC

Name: NAGEL WEALTH MANAGEMENT, LLC — NAGEL WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: NAGEL WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

NAGEL WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NAGEL WEALTH MANAGEMENT, LLC

EIN

83-0404943all filings

Address

188 S. MAIN STREET · THIENSVILLE, WI · 53092

Phone

(262) 478-3000

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