How big is Nelson Davis LLP's plan?

Nelson Davis LLP's plan reported $5.6M in assets and 5 participants for 2024.

Original filing (PDF)20251010145506NAL0008355489001

Nelson Davis LLP

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

Form 5500-SF

FILING_RECEIVED

Nelson Davis LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Nelson Davis LLP's Nelson Davis LLP 401(k) Profit Sharing Plan held $5.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

John Strelow signed Nelson Davis LLP's 2024 Form 5500 as plan administrator.

John Strelow — 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 Davis LLP's EIN is 95-4559343.

EIN 95-4559343

Plan number 001

Plan year 2024

ACK ID 20251010145506NAL0008355489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nelson Davis LLP'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 NELSON DAVIS LLP.

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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 (99th percentile).

Plan sponsor

Name

NELSON DAVIS LLP

EIN

all filings

Address

233 WILSHIRE BLVD., SUITE 340 · SANTA MONICA, CA · 90401

Phone

(424) 214-4809

Industry

Law Offices· Professional & Technical Services

Plan administrator