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  2. Shana Nelson Insurance Agency Inc

Filings through Oct 24, 2026.

Shana Nelson Insurance Agency Inc

EIN 82-3112756-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$156K assets
Health & Benefits
0
Participants
26
10011 N FOOTHILL BLVD, SUITE 111 - CUPERTINO, CA 95044650-224-6307
Plans on this EIN
1 filing
#001401(k)-$156K - 26 part

Plan summaries

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

Retirement#001

SHANA NELSON INSURANCE AGENCY 401(K) PLAN

401(k)

Assets$156K
Participants26
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
#001SHANA NELSON INSURANCE AGENCY 401(K) PLAN401(k)$156K262025
  • SHANA NELSON INSURANCE AGENCY 401(K) PLAN$156K
    #001 · 401(k) · 202526
Retirement plans
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