Plan Ledger DOL Form 5500 · updated monthly

Nelson Worldwide, LLC401(k)

NELSON WORLDWIDE, LLC 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Nelson Worldwide, LLC reported $160,856 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,126 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 fell from 0.26% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 559th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,823rd of 11,654 in professional & technical services. In 2024, employees put in $8.38 for every $1.00 the employer contributed; active participation has shrunk from 676 to 513 since 2022.

Plan summary
Net assets, end of year$80,233,299
Participants with balances992
Active participants513
Employer contributions$577,543
Employee contributions$4,838,810
Employer contribution per active participant$1,126
Average account balance$80,880
Benefits paid to participants$10,797,868
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.2M · 992 accts · $578K emplr
2023$72.2M · 1,044 accts · $802K emplr
2022$65.6M · 1,154 accts · $958K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,534
Investment management$71,122
Audit (IQPA)$16,200
Total administrative$160,856
The Nelson Worldwide, LLC 401(k) match · 2024
Employer contribution per active participant$1,126
Median for plans this size$3,635
2024$1,126 per active participant
2023$1,530 per active participant
2022$1,416 per active participant

Nelson Worldwide, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$73,534
FIDUCIARY PLAN PARTNERS · Investment advisory (plan)$60,000
KATZ, SAPPER & MILLER · Accounting / audit$16,200
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,122

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$160,856 · 0.21%
2023$155,290 · 0.23%
2022$188,545 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Fs Investments PA$81.9M · 0.24%
Tinuiti, Inc. PA$80.6M · 0.32%
Dilworth Paxson LLP PA$79.4M · 0.08%
Berger Montague PA$78.5M · 0.00%
Ecri Institute PA$78.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232085599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.