Plan Snapshot
- Plan Sponsor: Nelson & Nelson
- Sponsor EIN: 930669446
- Sponsor Address: 811 SW NAITO PARKWAY, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $2.1M | $502 | $0 |
| 2023 | 2 | $2.1M | $1,509 | $0 |
| 2022 | 2 | $1.9M | $0 | $0 |