Michael Otto signed Nelson Worldwide, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nelson Worldwide, LLC's EIN is 23-2085599.
Download the official 2024 Form 5500 (PDF) for Nelson Worldwide, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nelson Worldwide, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PLAN PARTNERS | 81-2872393 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 279,145 | Mutual Funds | — | — | $8.7M | 10.8% | |
| Vanguard 500 Index Fund Admiral Shares 15,864 | Common Collective Trusts | — | — | $8.6M | 10.7% | |
| Vanguard Institutional Target Retirement 2040 Fund 150,112 | Mutual Funds | — | — | $6.5M | 8.1% | |
| Vanguard Institutional Target Retirement 2045 Fund 185,917 | Mutual Funds | — | — | $5.5M | 6.9% | |
| Vanguard Institutional Target Retirement 2050 Fund 104,171 | Mutual Funds | — | — | $5.2M | 6.5% | |
| Vanguard Wellington Fund Investor Shares 113,661 | Mutual Funds | — | — | $4.9M | 6.1% | |
| Vanguard Institutional Target Retirement 2035 Fund 198,991 | Mutual Funds | — | — | $4.8M | 5.9% | |
| Vanguard Institutional Target Retirement 2030 Fund 120,989 | Mutual Funds | — | — | $4.6M | 5.7% | |
| Vanguard Institutional Target Retirement 2055 Fund 74,708 | Mutual Funds | — | — | $4.2M | 5.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.4M | 4.2% | |
| Vanguard Institutional Target Retirement 2060 Fund 46,764 | Mutual Funds | — | — | $2.4M | 3.0% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value Fund 46,606 | Other securities | — | — | $2.2M | 2.8% | |
| Vanguard Institutional Target Retirement 2025 Fund 99,739 | Mutual Funds | — | — | $1.9M | 2.3% | |
| Neuberger Berman Large Cap Value Fund 38,025 | Other securities | — | — | $1.7M | 2.1% | |
| Federated Hermes MDT Mid Cap Growth Fund R6 32,066 | Other securities | — | — | $1.7M | 2.1% | |
| TCW MetWest Total Return Bond Fund Class I 185,059 | Other securities | — | — | $1.6M | 2.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 3,851 | Common Collective Trusts | — | — | $1.3M | 1.6% | |
| Janus Henderson Triton Fund Class N 45,151 | Mutual Funds | — | — | $1.2M | 1.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares 10,589 | Common Collective Trusts | — | — | $1.2M | 1.5% | |
| MFS Research International Fund 54,475 | Mutual Funds | — | — | $1.2M | 1.5% | |
| Vanguard Total Stock Market Index Fund Admiral Shares 8,436 | Common Collective Trusts | — | — | $1.2M | 1.5% | |
| Janus Henderson Global Equity Income Fund 187,197 | Mutual Funds | — | — | $1.1M | 1.4% | |
| Vanguard Institutional Target Retirement 2020 Fund 42,089 | Mutual Funds | — | — | $1.1M | 1.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 90,919 | Common Collective Trusts | — | — | $862K | 1.1% | |
| Fidelity Emerging Markets Fund 19,521 | Mutual Funds | — | — | $743K | 0.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through June 2034 0 | Bonds / Notes | — | — | $397K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares 2,948 | Common Collective Trusts | — | — | $372K | 0.5% | |
| Vanguard Institutional Target Retirement 2065 Fund 10,553 | Mutual Funds | — | — | $355K | 0.4% | |
| Principal Small Cap Value Fund II Class R6 28,053 | Other securities | — | — | $322K | 0.4% | |
| Brown Advisory Sustainable Growth Fund 5,272 | Other securities | — | — | $291K | 0.4% | |
| BNY Mellon Natural Resources Fund 5,489 | Other securities | — | — | $240K | 0.3% | |
| Vanguard Institutional Target Retirement 2070 Fund 12 ** 326 Vanguard Institutional Target Retirement Income Fund 12,863 | Mutual Funds | — | — | $169K | 0.2% | |
| Vanguard Lifestrategy Growth Fund 2,475 | Mutual Funds | — | — | $109K | 0.1% | |
| Vanguard Lifestrategy Conservative Growth Fund 3,637 | Mutual Funds | — | — | $74K | <0.1% | |
| Lord Abbett High Yield Fund Class R6 9,853 | Mutual Funds | — | — | $63K | <0.1% | |
| Vanguard Lifestrategy Income Fund 4,101 | Mutual Funds | — | — | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER | 35-2123203 | — | ACCOUNTANT/AUDITOR | $16K | — |
