Plan Snapshot
- Plan Sponsor: David Nelson Construction Co.
- Sponsor EIN: 591616643
- Sponsor Address: 3483 ALT 19, PALM HARBOR, FL, 346831414
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $7.5M | $47,707 | $310,906 |
| 2023 | 124 | $6.9M | $195,406 | $272,572 |
| 2022 | 114 | $6.3M | $202,526 | $306,882 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PDR CPAS AND ADVISORS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PDR CPAS AND ADVISORS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,902 | — | $3,902 | — | — |
| 2023 | $3,200 | — | $3,200 | — | — |
| 2022 | $4,091 | — | $3,870 | — | — |