Plan Ledger DOL Form 5500 · updated monthly

Gary D. Nelson Associates, Inc.401(k)

GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST · SAN RAFAEL, CA · plan year 2023

Reported admin expense ratio · 2023
0.45%

Gary D. Nelson Associates, Inc. reported $78,433 in plan administrative expenses for 2023: 0.45% of average plan assets, higher than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.34% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,880th-largest of 9,483 plans among California employers on file, and the 664th of 2,534 in administrative & support services. active participation has grown from 175 to 248 since 2022.

Plan summary
Net assets, end of year$18,149,328
Participants with balances280
Active participants248
Employer contributions—
Employee contributions$1,283,520
Employer contribution per active participant—
Average account balance$64,819
Benefits paid to participants$2,916,602
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 513 accts
2023$18.1M · 280 accts
2022$16.9M · 355 accts · $51K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,235
Investment management$36,198
Total administrative$78,433
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRIMARK BENEFITS · Recordkeeping · Pension consulting$26,781
PORTICO WEALTH ADVISORS, LLC · Investment management$36,198
CHARLES SCHWAB · Custodial (securities)$15,989

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PRIMARK BENEFITS
2023PRIMARK BENEFITS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$72,510 · 0.41%
2023$78,433 · 0.45%
2022$61,880 · 0.34%
Same employer
Similar plansAdministrative & Support Services · California
Crosscheck, Inc. CA$18.5M · 0.39%
Pursue Health LLC CA$17.4M · 0.46%
Docmagic, Inc. CA$17.3M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941726599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.