Waldemar S Nelson & Company, Inc. 401(k) Plan

The Waldemar S Nelson & Company, Inc. 401(k) on its latest Form 5500

Waldemar S Nelson & Company, Inc. (EIN 72-0488863) reports WALDEMAR S. NELSON & COMPANY, INC. 401(K) RETIREMENT PLAN & TRUST on its most recent Form 5500, with $97.7M in plan assets across 223 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Waldemar S Nelson & Company, Inc. filing — schedules, fees, and providers.

Who runs the Waldemar S Nelson & Company, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Waldemar S Nelson & Company, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.

How to check your Waldemar S Nelson & Company, Inc. 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Waldemar S Nelson & Company, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).