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NELSON CAPITAL

EIN 20-0745262-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.2M assets
Welfare
0
Participants
10
545 MIDDLEFIELD RD., SUITE 200 - MENLO PARK, CA 94025650-322-4000nelsoncapitalmgmt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$8.2M - 10 part

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Retirement#001

NELSON CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN

401k

Assets$8.2M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NELSON CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN401k$8.2M102025
Retirement plans
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