Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust
Sponsored by Waldemar S Nelson & Company, Inc · EIN 720488863 · Plan #001
- Total assets
- $97.7M
- Net assets
- $97.7M
- Active participants
- 223
- With balances
- 329
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $108,519 |
| Ubs Financial Services Inc | Investment advisory (plan) | $45,000 |