Plan Snapshot
- Plan Sponsor: Nelson Worldwide, LLC Health And Welfare Plan
- Sponsor EIN: 232085599
- Sponsor Address: 100 S INDEPENDENCE MALL W STE 500, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 476
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 476 | $0 | $0 | $0 |
| 2024 | 924 | $0 | $0 | $0 |
| 2023 | 941 | $0 | $0 | $0 |
| 2022 | 1,148 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES | Other Service Provider | $153,146 | — | $153,146 |
| THE PLEXUS GROUPE LLC | Investment Advisor | $84,592 | — | $84,592 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,738
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |