Plan Snapshot
- Plan Sponsor: Nelsoncorp Wealth Management
- Sponsor EIN: 363492016
- Sponsor Address: 880 13TH AVENUE NORTH, CLINTON, IA, 52732
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 19 | $4.8M | $173,215 | $241,329 |
| 2023 | 18 | $3.9M | $148,201 | $216,839 |
| 2022 | 13 | $3.5M | $99,839 | $173,737 |