Plan Snapshot
- Plan Sponsor: Nelson & Sons Construction Co, INC.
- Sponsor EIN: 911726988
- Sponsor Address: 7303A W BOSTIAN ROAD, WOODINVILLE, WA, 98072
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $14.7M
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 | 99 | $14.7M | $368,263 | $812,788 |
| 2023 | 121 | $13.3M | $446,456 | $959,255 |
| 2022 | 131 | $10.7M | $446,230 | $952,827 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $43,595 | — | $3,150 | — | — |
| 2023 | $37,954 | — | $2,850 | — | — |
| 2022 | $33,620 | — | — | — | — |