How big is Nelson Naegle, PLLC's plan?

Nelson Naegle, PLLC's plan reported $5.5M in assets and 18 participants for 2024.

Original filing (PDF)20250722115356NAL0003066672001

Nelson Naegle, PLLC

Name: Nelson Naegle, PLLC — Nelson Naegle 401(k) and, Form 5500 (2024)
Creator: Nelson Naegle, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nelson Naegle 401(k) and Profit Sharing Plan

401(k) retirement plan · Nelson Naegle, PLLC's Nelson Naegle 401(k) and Profit Sharing Plan held $5.5M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Plan Sponsor signed Nelson Naegle, PLLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Naegle, PLLC's EIN is 86-1754636.

EIN 86-1754636

Plan number 001

Plan year 2024

ACK ID 20250722115356NAL0003066672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nelson Naegle, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Naegle, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 NAEGLE, 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