# Waldemar S Nelson & Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/waldemar-s-nelson-company-inc-401k-plan

> Waldemar S Nelson & Company, INC's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waldemar S Nelson & Company, INC

- **Sponsor EIN:** 720488863

- **Sponsor Address:** 1200 ST. CHARLES AVENUE, NEW ORLEANS, LA, 701304334

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

- **Total Participants:** 223

- **Total Assets:** $97.7M

## 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|223|$97.7M|$863,170|$3.0M|

| 2023|227|$100.0M|$796,936|$2.8M|

| 2022|220|$94.1M|$777,931|$2.8M|

## 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|

| DUPLANTIER HRAPMANN HOGAN & MAHER|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|$188,848|$45,000|$108,519|—|—|

| 2023|$120,219|$45,000|$68,986|$226|—|

| 2022|$119,041|$45,045|$73,381|—|—|

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