How big is Nelson Wealth Management, LLC's plan?

Nelson Wealth Management, LLC's plan reported $444K in assets and 2 participants for 2024.

Original filing (PDF)20250406205318NAL0024075248001

Nelson Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Nelson Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Nelson Wealth Management, LLC's Nelson Wealth Management, LLC 401(k) Plan held $444K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

People on this filing

Brett Nelson signed Nelson Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Brett 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 Wealth Management, LLC's EIN is 87-4732127.

EIN 87-4732127

Plan number 001

Plan year 2024

ACK ID 20250406205318NAL0024075248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT, 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