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  2. Nelson Financial Partners, LLC

Filings through Oct 24, 2026.

Nelson Financial Partners, LLC

EIN 20-4185649-financial services-Latest filing 2025
Plans
1
Retirement
1
$424K assets
Health & Benefits
0
Participants
2
332 W. LEE HIGHWAY, #300 - WARRENTON, VA 20186540-935-6344nelsonfinancialpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$424K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

NELSON FINANCIAL PARTNERS, LLC 401K PLAN

401(k)

Assets$424K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NELSON FINANCIAL PARTNERS, LLC 401K PLAN401(k)$424K22025
  • NELSON FINANCIAL PARTNERS, LLC 401K PLAN$424K
    #001 · 401(k) · 20252
Retirement plans
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