Plan Snapshot
- Plan Sponsor: Walter E. Nelson Company
- Sponsor EIN: 930643791
- Sponsor Address: 5937 N CUTTER CIRCLE, PORTLAND, OR, 97217
- Plan Type: 401(k)
- Total Participants: 820
- Total Assets: $29.2M
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 | 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 |
|---|---|---|---|---|
| JARRARD, SIEBERT, POLLARD & CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JARRARD, SIEBERT, POLLARD & CO LLC — Auditor
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 | $53,340 | $47,846 | $5,494 | — | — |
| 2023 | $48,554 | $41,596 | $6,958 | — | — |
| 2022 | $57,057 | — | $57,057 | — | — |