Plan Snapshot
- Plan Sponsor: Nielsen-Kellerman Co.
- Sponsor EIN: 274082186
- Sponsor Address: 21 CREEK CIRCLE, BOOTHWYN, PA, 19061
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 96
- Total Assets: $27,711
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 | 96 | $27,711 | $0 | $0 |
| 2024 | 88 | $9,984 | $882,146 | $135,486 |
| 2023 | 85 | $45,769 | $784,825 | $156,081 |
| 2022 | 88 | $129,251 | $658,925 | $166,976 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $75,848 | — | $75,848 |
| EBMS, INC. | Other Service Provider | $55,036 | — | $55,036 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $42,729 | — | $42,729 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,613
- Estimated Expense Ratio: 626.513% 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 | $1,243,867 | — | — | — | — |
| 2024 | $944,244 | — | — | — | — |
| 2023 | $1,178,474 | — | — | — | — |
| 2022 | $855,468 | — | — | — | — |