# Newesco, INC. Dba Nelson-Westerberg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newesco-inc-dba-nelson-westerberg-inc-361539760-001

> Newesco, INC. Dba Nelson-Westerberg, INC.'s 401(k) plan: 197 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Newesco, INC. Dba Nelson-Westerberg, INC.

- **Sponsor EIN:** 361539760

- **Sponsor Address:** 1500 ARTHUR AVENUE, SUITE 200, ELK GROVE VILLAGE, IL, 600075739

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 197

- **Total Assets:** $24.1M

## 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.|

| 2025|197|$24.1M|$0|$0|

| 2024|156|$20.9M|$274,850|$763,745|

| 2023|181|$20.3M|$247,791|$771,140|

| 2022|176|$17.8M|$240,786|$708,102|

## 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|

| CAPFINANCIAL PARTNERS LLC|Other Service Provider|$42,278|—|$42,278|

| CAPITAL GROUP RETIREMENT PLAN SERVI|Recordkeeper|$13,772|—|$13,772|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,050

- **Estimated Expense Ratio:** 0.233% 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|

| 2025|$1,390,987|—|$1,760|—|—|

| 2024|$61,019|—|$2,000|—|—|

| 2023|$52,923|—|$1,570|—|—|

| 2022|$54,463|$51,239|—|—|$3,224|

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