Plan Snapshot
- Plan Sponsor: Nelson Tire, INC.
- Sponsor EIN: 931026470
- Sponsor Address: 1425 WEST 2ND STREET, THE DALLES, OR, 97058
- Plan Type: 401(k)
- Total Participants: 1,022
- Total Assets: $5.0M
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 | 1,022 | $5.0M | $449,737 | $1.1M |
| 2023 | 380 | $2.5M | $209,753 | $532,644 |
| 2022 | 222 | $396,706 | $106,613 | $288,188 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $28,757 | — | $28,757 |
| FOSTER WOOD | NONE | $17,695 | — | $17,695 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,452
- Estimated Expense Ratio: 0.921% 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 | $46,452 | $17,695 | $28,757 | — | — |
| 2023 | $13,957 | $5,469 | $8,488 | — | — |
| 2022 | $1,427 | $301 | $1,126 | — | — |