PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KELLY NELSON, DMD, PLLC
Sponsor portfolio

KELLY NELSON, DMD, PLLC

EIN 88-2928771-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$307K assets
Welfare
0
Participants
8
4401 CALIFORNIA AVE. SW - SEATTLE, WA 98116206-935-5210kellynelsondmd.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$171K - 4 part#001401k-$136K - 4 part

Retirement portfolio analytics

2 plans aggregated / $307K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • NELSON, DMD 401(K) (#001)44%
Total $307KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • NELSON, DMD 401(K) (#001)4
Total 8Click 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#002

KELLY NELSON, DMD CASH BALANCE PLAN

CashBalance

Assets$171K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KELLY NELSON, DMD 401(K) PLAN

401k

Assets$136K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KELLY NELSON, DMD CASH BALANCE PLANCashBalance$171K42024
001KELLY NELSON, DMD 401(K) PLAN401k$136K42024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica