How big is Nelson Agency's plan?

Nelson Agency's plan reported $15K in assets and 2 participants for 2024.

Original filing (PDF)20250610093746NAL0014860001001

Nelson Agency

Name: Nelson Agency — Nielson Agency 401(k) Profit Sharing, Form 5500 (2024)
Creator: Nelson Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nielson Agency 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Nelson Agency's Nielson Agency 401(k) Profit Sharing Plan & Trust held $15K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Edward Rojas signed Nelson Agency's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Agency's EIN is 90-1075584.

EIN 90-1075584

Plan number 001

Plan year 2024

ACK ID 20250610093746NAL0014860001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Agency'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 AGENCY.

Finding similar companies…

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