T.R. Nelson, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: T.R. Nelson, INC. (EIN 391475071)
  • Plan Type: 401(k)
  • Total Participants: 1,827
  • Total Assets: $20.7M
  • Sponsor State: WI

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,827$20.7M$1.4M$2.2M
20232,378$17.8M$1.1M$1.7M
20221,880$13.3M$908,678$1.4M

Service Providers

  • BAKER TILLY US, LLP — Accountant / Independent Qualified Public Accountant ($14,175)

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