How big is Nagel & Padilla LLC's plan?

Nagel & Padilla LLC's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20250616155015NAL0001032001001

Nagel & Padilla LLC

Name: Nagel & Padilla LLC — Nagel & Padilla LLC 401(k), Form 5500 (2024)
Creator: Nagel & Padilla LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nagel & Padilla LLC 401(k) Plan

401(k) retirement plan · Nagel & Padilla LLC's Nagel & Padilla LLC 401(k) Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Nagel & Padilla LLC's EIN is 87-0738622.

EIN 87-0738622

Plan number 001

Plan year 2024

ACK ID 20250616155015NAL0001032001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nagel & Padilla LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nagel & Padilla 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 NAGEL & PADILLA 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

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 (88th percentile).

Plan sponsor

Name

NAGEL & PADILLA LLC

EIN

all filings

Address

290 N MAIN ST STE 8 · ASHLAND, OR · 975207701

Phone

(541) 488-1551

Industry

CPA Offices· Professional & Technical Services

Plan administrator