Retirement plan

PERFECT FIT 401K PLAN

NORDSTROM, INC.EIN 91-0515058Plan #002PY 2015
1700 7TH AVE, SUITE 1100 - SEATTLE, WA 98101206-628-2111nordstrom.comLinkedIn10001+ employeesretail
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
KATHLEEN BELL
Signed 07/11/2016
(206) 628-2111

Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-105.03%
No prior year

Benchmarks

Peer group
Industry44 - Retail Trade
Plan typeDefined contribution
Participants<25
Cohort15,268 peers
Snapshot2015
Participant deferral / active EE
$0
median $2,397
Employer contribution / active EE
$0
median $1,151
Participation rate
0.0%
median 86.4%
Avg account balance
$0
median $48,504
Admin fee / account holder
$0
median $332
Annual return
-105.03%
median -1.49%
Overall peer rank
0th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed June 19, 2020 (most recent of 3 filings on file)

Plans declared (4)

  • Nordstrom Directors Deferred Compensation Plan9 emp
  • Nordstrom Deferred Compensation Plan488 emp
  • Nordstrom Supplemental Executive Retirement Plan8 emp
  • Nordstrom, Inc. Executive Severance Plan10 emp

Total covered: 515 employees

Plan features & details

Pension benefit codes2E2F2G2J2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$120K
  • Other / not subdivided$120K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-