Plan Snapshot
- Plan Sponsor: Walter E. Nelson Company
- Sponsor EIN: 930643791
- Sponsor Address: 5937 N CUTTER CIRCLE, PORTLAND, OR, 97217
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 937
- Total Assets: $30.4M
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. |
|---|---|---|---|---|
| 2025 | 937 | $30.4M | $0 | $0 |
| 2024 | 820 | $29.2M | $276,391 | $1.8M |
| 2023 | 784 | $24.4M | $267,288 | $1.7M |
| 2022 | 745 | $20.9M | $221,098 | $1.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $72,386 | — | $72,386 |
| USI ADVISORS, INC. | Other Service Provider | $53,631 | — | $53,631 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,017
- Estimated Expense Ratio: 0.415% 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 | $5,067,924 | $53,631 | $8,251 | — | — |
| 2024 | $53,340 | $47,846 | $5,494 | — | — |
| 2023 | $48,554 | $41,596 | $6,958 | — | — |
| 2022 | $57,057 | — | $57,057 | — | — |