Carl A. Nelson & Company 401(k) Plan
Sponsored by Carl A. Nelson & Company · EIN 420635367 · Plan #001
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 87
- With balances
- 104
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Recordkeeping | $21,092 |
| Clifton Larson Allen Llp. | Accounting, Direct payment from the plan | $17,063 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $6,704 |