Plan Ledger DOL Form 5500 · updated monthly

Nelson Name Plate Company401(k)

NELSON-MILLER, INC. 401(K) PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.60%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Nelson Name Plate Company reported $46,514 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,333 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 has held roughly steady near 0.595%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,931st of 9,483), and 9,529th of 13,661 in manufacturing. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 158 to 222 since 2022.

Plan summary
Net assets, end of year$8,325,939
Participants with balances198
Active participants222
Employer contributions$295,866
Employee contributions$693,831
Employer contribution per active participant$1,333
Average account balance$42,050
Benefits paid to participants$1,035,875
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 198 accts · $296K emplr
2023$7.3M · 199 accts · $380K emplr
2022$6.1M · 181 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,128
Investment management$19,386
Total administrative$46,514
The Nelson Name Plate Company 401(k) match · 2024
Employer contribution per active participant$1,333
Median for plans this size$1,313
2024$1,333 per active participant
2023$2,374 per active participant
2022$548 per active participant

Nelson Name Plate Company's 2024 employer contribution ran above the $1,313 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,128
CREATIVE PLANNING LLC · Investment advisory (plan)$18,643

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

Administrative cost history3
2024$46,514 · 0.60%
2023$37,133 · 0.55%
2022$39,460 · 0.60%
Same employer
Similar plansManufacturing · California
Brentwood Originals, Inc. CA$8.5M · 0.96%
Aisera, Inc. CA$8.4M · 0.08%
Nevada Heat Treating, LLC CA$8.3M · 0.04%
Biomedical Devices, Inc. CA$8.2M · 0.00%
Tci Texarkana, Inc. CA$8.2M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951770779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.