# Nelson Worldwide, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nelson-worldwide-llc-401k-plan

> Nelson Worldwide, LLC's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FIDUCIARY PLAN PARTNERS](https://planprovider.pro/provider/fiduciary-pension-partners) — ADVISOR

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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