Carl a. Nelson & Company401(k)
CARL A. NELSON & COMPANY 401(K) PLAN · BURLINGTON, IA · plan year 2025
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Carl a. Nelson & Company reported $43,519 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,193 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio rose from 0.13% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 314th-largest of 878 plans among Iowa employers on file, and the 1,586th of 5,337 in construction. In 2025, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 79 to 90 since 2022.
Carl a. Nelson & Company's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Carl a. Nelson & Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 420635367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.