Plan Snapshot
- Plan Sponsor: Nelson Worldwide, LLC
- Sponsor EIN: 232085599
- Sponsor Address: 100 S. INDEPENDENCE MALL WEST, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 513
- Total Assets: $80.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 513 | $80.2M | $577,543 | $4.8M |
| 2023 | 524 | $72.2M | $801,614 | $5.5M |
| 2022 | 676 | $65.6M | $957,543 | $5.4M |
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 | $73,534 | — | $73,534 |
| FIDUCIARY PLAN PARTNERS | ADVISOR | $60,000 | — | $60,000 |
| KATZ, SAPPER & MILLER | ACCOUNTANT/AUDITOR | $16,200 | — | $16,200 |
| KATZ, SAPPER & MILLER, LLP | Auditor | $16,200 | — | $16,200 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,122 | — | $11,122 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FIDUCIARY PLAN PARTNERS — ADVISOR
- KATZ, SAPPER & MILLER, LLP — Auditor
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,056
- Estimated Expense Ratio: 0.221% 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 | $160,856 | $71,122 | $300 | $16,200 | — |
| 2023 | $155,290 | $71,373 | — | $15,525 | — |
| 2022 | $188,545 | $9,077 | — | — | — |