Walter E. Nelson Company Profit Sharing Retirement Plan
Sponsored by Walter E. Nelson Company · EIN 930643791 · Plan #001
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 820
- With balances
- 310
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $69,714 |
| Usi Advisors, Inc. | Investment advisory (plan), Consulting fees | $47,846 |