PlanOptica
Retirement plan

NORDSTROM PUERTO RICO RETIREMENT & SAVINGS PLAN

NORDSTROM, INC.EIN 91-0515058Plan #003PY 2017
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PO BOX 1270 - SEATTLE, WA 98101206-303-2410nordstrom.comLinkedIn10001+ employeesretail
Other plans on this EIN
1 filing
#001Retirement-$3.34B assets
Prospect flagsLow assets / participantWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(206) 303-2410
How to read this page

Summary metrics

Total assets (EOY)
$734K
-77.4% from 2016
Total participants
257
-2.5% from 2016
Average account balance
$2,856
-77.2% from 2016
Annual return
15.49%
-19.17 pp from 2016

Benchmarks

See 7,344 peers
Peer group
Industry45 - Retail Trade
Plan typeDefined contribution
Participants<25
Cohort7,344 peers
Snapshot2017
Participant deferral / active EE
$14,654
median $2,379
Employer contribution / active EE
$18,162
median $1,220
Participation rate
100.0%
median 95.2%
Avg account balance
$2,856
median $59,198
Admin fee / account holder
$28
median $233
Annual return
15.49%
median 13.80%
Overall peer rank
52nd percentileavg across 6 metrics

Analytics

2015 - 2020
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$3K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
190
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
$44K
Contributions per participant
Average employer and participant contribution per enrolled participant
$935
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.09%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

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)

Plan administrator

Plan administrator name— Sign in and upgrade to view
1700 Seventh Avenue, Suite 900
Seattle, WA 98101
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

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

Open the filing PDF

Plan features & details

Pension benefit codes2F2G2S2T3C
Plan features
  • 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.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 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.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped
  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

  • 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.

Expense breakdown

Schedule H Part II
Admin total
$7K
$807 / participant
  • Other / not subdivided$7K100.0%
% of EOY assets
0.989%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
MOSS ADAMS
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer