# Nelson & Nelson 401(k) Plan
Source: https://planprovider.pro/companies/nelson-nelson-plan

> Nelson & Nelson's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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