Plan Ledger DOL Form 5500 · updated monthly

Nelson Tire, Inc.401(k)

NELSON TIRE 401(K) PLAN · THE DALLES, OR · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Nelson Tire, Inc. reported $46,452 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $440 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 2 years on file its reported administrative ratio rose from 0.36% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (753rd of 1,021), and 3,747th of 5,215 in retail trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 222 to 1,022 since 2022.

Plan summary
Net assets, end of year$5,045,905
Participants with balances1,027
Active participants1,022
Employer contributions$449,737
Employee contributions$1,128,798
Employer contribution per active participant$440
Average account balance$4,913
Benefits paid to participants$329,905
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 1,027 accts · $450K emplr
2023$2.5M · 429 accts · $210K emplr
2022$397K · 240 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,757
Investment management$17,695
Total administrative$46,452
The Nelson Tire, Inc. 401(k) match · 2024
Employer contribution per active participant$440
Median for plans this size$1,313
2024$440 per active participant
2023$552 per active participant
2022$480 per active participant

Nelson Tire, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$28,757
FOSTER WOOD · Investment advisory (plan)$17,695

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$46,452 · 1.23%
2023$13,957 · 0.96%
2022$1,427 · 0.36%
Same employer
Similar plansRetail Trade · Oregon
Space Age Fuel, Inc. OR$6.2M · 1.05%
Alphausa Holdings Inc. OR$5.7M · 1.49%
Jbc Limited, LLC OR$5.1M · 0.55%
Wsco Petroleum Corp. OR$4.6M · 0.61%
Spartan Management LLC OR$4.2M · 0.78%
Time Auto Group OR$4.0M · 1.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931026470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.