# Walter E. Nelson Company 401(k) Plan
Source: https://planprovider.pro/companies/walter-e-nelson-company-401k-plan

> Walter E. Nelson Company's 401(k) plan: 820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$69,714|—|$69,714|

| USI ADVISORS, INC.|NONE|$47,846|—|$47,846|

| JARRARD, SIEBERT, POLLARD & CO LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JARRARD, SIEBERT, POLLARD & CO LLC](https://planprovider.pro/provider/jarrard-seibert-pollard-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,560

- **Estimated Expense Ratio:** 0.402% 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|$53,340|$47,846|$5,494|—|—|

| 2023|$48,554|$41,596|$6,958|—|—|

| 2022|$57,057|—|$57,057|—|—|

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