# Nelson Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nelson-brothers-inc-401k-plan

> Nelson Brothers, INC.'s 401(k) plan: 489 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Nelson Brothers, INC.

- **Sponsor EIN:** 630479482

- **Sponsor Address:** 820 SHADES CREEK PARKWAY, BIRMINGHAM, AL, 35209

- **Plan Type:** 401(k)

- **Total Participants:** 489

- **Total Assets:** $54.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|489|$54.8M|$0|$0|

| 2024|471|$53.0M|$0|$0|

| 2023|457|$44.6M|$0|$0|

## 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|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — 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|

| 2025|$242,410|$68,104|$174,306|—|—|

| 2024|$227,666|$179,337|$24,754|$23,575|—|

| 2023|$216,164|$158,498|$18,790|—|$38,876|

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