# T.R. Nelson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/t-r-nelson-inc-401k-plan

> T.R. Nelson, INC.'s 401(k) plan: 1,827 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** T.R. Nelson, INC.

- **Sponsor EIN:** 391475071

- **Sponsor Address:** 1305 KALAHARI DRIVE, WISCONSIN DELLS, WI, 539650590

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

- **Total Participants:** 1,827

- **Total Assets:** $20.7M

## 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.|

| 2024|1,827|$20.7M|$1.4M|$2.2M|

| 2023|2,378|$17.8M|$1.1M|$1.7M|

| 2022|1,880|$13.3M|$908,678|$1.4M|

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$56,657|$3,158|$59,815|

| MILESTONE INVESTMENT ADVISORS|NONE|$42,935|—|$42,935|

| PREMIER RETIREMENT PARTNERS|NONE|$15,060|—|$15,060|

| BAKER TILLY|NONE|$14,175|—|$14,175|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [BAKER TILLY](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,985

- **Estimated Expense Ratio:** 0.638% 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|

| 2024|$128,827|$42,935|$15,060|$14,175|—|

| 2023|$108,314|$28,775|$7,112|$18,893|—|

| 2022|$101,300|$25,746|—|—|$75,554|

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