# Nelson Name Plate Company 401(k) Plan
Source: https://planprovider.pro/companies/nelson-name-plate-company-401k-plan

> Nelson Name Plate Company's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nelson Name Plate Company

- **Sponsor EIN:** 951770779

- **Sponsor Address:** 708 NOGALES STREET, CITY OF INDUSTRY, CA, 91748

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

- **Total Participants:** 222

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|222|$8.3M|$295,866|$693,831|

| 2023|160|$7.3M|$379,799|$662,052|

| 2022|158|$6.1M|$86,551|$575,552|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,128|—|$27,128|

| CREATIVE PLANNING LLC|ADVISOR|$18,643|—|$18,643|

| MILLER KAPLAN ARASE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MILLER KAPLAN ARASE, LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,771

- **Estimated Expense Ratio:** 0.550% of plan assets

### 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|$46,514|$19,386|—|—|—|

| 2023|$37,133|$15,902|—|—|—|

| 2022|$39,460|$111|—|—|—|

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