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Sponsor portfolio

NELSON LAW GROUP, PC

EIN 47-1157933-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
700 PARKER SQUARE, SUITE 220 - FLOWER MOUND, TX 75028972-808-7597nelsonlawgrouppc.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$832K - 12 part#002CashBalance-$471K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • 401(K) RETIREMENT PLAN (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)12
  • CASH BALANCE PLAN (#002)8
Total 20Click 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 LAW GROUP, PC 401(K) RETIREMENT PLAN

401k

Assets$832K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NELSON LAW GROUP, PC CASH BALANCE PLAN

CashBalance

Assets$471K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NELSON LAW GROUP, PC 401(K) RETIREMENT PLAN401k$832K122024
002NELSON LAW GROUP, PC CASH BALANCE PLANCashBalance$471K82024
Retirement plans
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