Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
TERRY S. NELSON, P.A.
EIN 20-0614942Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
6
2401 FIRST STREET UNIT 102 - FT. MYERS, FL 33901239-334-1789coopernelsonlaw.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TERRY S. NELSON, P.A. 401(K) PSP
401k
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TERRY S. NELSON, P.A. CASH BALANCE PLAN
CashBalance
Assets$796K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TERRY S. NELSON, P.A. 401(K) PSP | 401k | $1.4M | 3 | 2025 | |
| 002 | TERRY S. NELSON, P.A. CASH BALANCE PLAN | CashBalance | $796K | 3 | 2025 |
Retirement plans