Nelson Worldwide, Llc 401(k) Plan
Sponsored by Nelson Worldwide, Llc · EIN 232085599 · Plan #002
- Total assets
- $80.2M
- Net assets
- $80.2M
- Active participants
- 513
- With balances
- 992
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 |
|---|---|---|
| Fiduciary Partners, Llc CRD 289488 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $73,534 |
| Fiduciary Plan Partners | Investment advisory (plan) | $60,000 |
| Katz, Sapper & Miller | Accounting | $16,200 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,122 |