# Nelsoncorp Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/nelsoncorp-wealth-management-plan

> Nelsoncorp Wealth Management's 401(k) plan: 19 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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