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Sponsor portfolio

NELSON VEIN & SURG SRVCS

EIN 27-2008828-Latest filing 2025
Plans
3
Retirement
2
$2.6M assets
Welfare
1
Participants
64
30915 LORAIN RD - NORTH OLMSTED, OH 44070440-617-6061nelsonvein.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$1.9M - 29 part#002TraditionalDB-$690K - 25 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • DEFINED BENEFIT PENSION (#002)26%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)29
  • DEFINED BENEFIT PENSION (#002)25
Total 54Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NELSON VEIN AND SURGICAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NELSON VEIN AND SURGICAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$690K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

NELSON VEIN & SURG SRVCS CHAMBER BENEFIT ARRANGEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NELSON VEIN AND SURGICAL SERVICES, LLC 401(K) PROFIT SHARING PLAN401k$1.9M292024
002NELSON VEIN AND SURGICAL SERVICES, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$690K252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NELSON VEIN & SURG SRVCS CHAMBER BENEFIT ARRANGEMENT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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