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
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.
Annual cost at the plan's reported 2023 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.
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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.