Retirement plan

NELSONS' COMPANIES EMPLOYEES 401K PROFIT SHARING PLAN

Name: NELSONS' COMPANIES - NELSONS' COMPANIES EMPLOYEES 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: NELSONS' COMPANIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NELSONS' COMPANIES EMPLOYEES 401K PROFIT SHARING PLAN, NELSONS' COMPANIES

NELSONS' COMPANIESEIN 36-2897453Plan #003PY 2025

308 WEST RAILROAD AVENUE, PO BOX 234 - PRINCETON, IL 613560234815-872-9911

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.2M

+11.9% from 2024

Total participants

0.0% from 2024

Average account balance

$338,547

+11.9% from 2024

Annual return

13.28%

+1.70 pp from 2024

Benchmarks

See 1,409 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort1,409 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$339K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$799K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$24256

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

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.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$26809 / participant

Other / not subdivided$1M100.0%

% of EOY assets

7.165%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$338,547

$101,950+232.1%

$125,529+169.7%

$86,983+289.2%

Participation rate

100.0%

70.2%+29.8pp

74.7%+25.3pp

69.5%+30.5pp

Annual return

13.28%

18.29%-5.0pp

202.56%-189.3pp

25.83%-12.5pp

Employer contribution / active EE

$10,347

$2,358+338.8%

$3,058+238.4%

$2,584+300.4%

Participant deferral / active EE

$10,678

$3,862+176.5%

$4,813+121.9%

$4,194+154.6%

Admin fee / account holder

$24,256

$12,791+89.6%

$16,298+48.8%

$7,856+208.8%

NELSONS' COMPANIES EMPLOYEES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NELSONS' COMPANIES EMPLOYEES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion