Plan Ledger DOL Form 5500 · updated monthly

Nelson-Westerberg, Inc.401(k)

NEWESCO, INC. 401(K) PROFIT SHARING PLAN · ELK GROVE VILLAGE, IL · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Nelson-Westerberg, Inc. reported $60,780 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,855 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 fell from 0.29% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,524th-largest of 3,702 plans among Illinois employers on file, and the 646th of 2,677 in transportation & warehousing. In 2025, employees put in $2.83 for every $1.00 the employer contributed; active participation has shrunk from 176 to 146 since 2022.

Plan summary
Net assets, end of year$24,061,026
Participants with balances164
Active participants146
Employer contributions$270,889
Employee contributions$766,680
Employer contribution per active participant$1,855
Average account balance$146,714
Benefits paid to participants$1,330,207
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.1M · 164 accts · $271K emplr
2024$20.9M · 167 accts · $275K emplr
2023$20.3M · 171 accts · $248K emplr
2022$17.7M · 154 accts · $241K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$57,104
Total administrative$60,780
The Nelson-Westerberg, Inc. 401(k) match · 2025
Employer contribution per active participant$1,855
Median for plans this size$2,666
2025$1,855 per active participant
2024$1,762 per active participant
2023$1,369 per active participant
2022$1,368 per active participant

Nelson-Westerberg, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CAPITAL GROUP RETIREMENT PLAN SERVI · Recordkeeping · Investment management$13,772
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan) · Investment management$42,278

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

Recordkeeper by year3
2025CAPITAL GROUP RETIREMENT PLAN SERVI
2024CAPITAL GROUP RETIREMENT PLAN SERVI
2023CAPITAL GROUP RETIREMENT PLAN SERVI

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Administrative cost history4
2025$60,780 · 0.27%
2024$61,019 · 0.30%
2023$52,923 · 0.28%
2022$54,463 · 0.29%
Same employer
Similar plansTransportation & Warehousing · Illinois
Seko Worldwide, LLC IL$26.8M · 0.28%
Hoffman Transportation IL$24.2M · 0.04%
G&D Operating Holdings, LLC IL$23.6M · 0.58%
Mr. Bult's, Inc. IL$23.1M · 0.36%
Aar Aircraft Services, Inc. IL$22.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361539760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.