Sponsor portfolio
AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC.
EIN 27-1669832Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$350K assets
Welfare
0
Participants
3
1144 WATERSTONE CT - GRAFTON, WI 53024262-284-4211
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON AGENCY 401(K) PLAN | 401k | $350K | 3 | 2025 |
Retirement plans