Search public Form 5500 filings

Plans

• planNelson-Jameson, Inc. Retirement PlanFinancial statementProvider compensation2023 filing
  Sponsor: Nelson-Jameson, Inc.EIN: 39-0987938Plan: 002Participants: 346Assets: $30,909,220Location: Marshfield, WILatest: 2023
• planNelson-Jameson Wrap PlanProvider compensation2023 filing
  Sponsor: Nelson-Jameson, Inc.EIN: 39-0987938Plan: 508Participants: 221Assets: not reported in the loaded datasetLocation: Marshfield, WILatest: 2023