Plan Snapshot
- Plan Sponsor: Nielsen-Kellerman Co.
- Sponsor EIN: 274082186
- Sponsor Address: 21 CREEK CIRCLE, BOOTHWYN, PA, 19061
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 138 | $16.1M | $466,622 | $782,754 |
| 2023 | 139 | $14.1M | $511,812 | $774,086 |
| 2022 | 135 | $11.7M | $360,287 | $720,774 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PPLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $3,945 | — | $3,945 | — | — |
| 2023 | $3,360 | — | $3,360 | — | — |
| 2022 | $1,905 | — | $1,905 | — | — |