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Original filing (PDF)20251008111543NAL0013575986001
NIELSEN-KELLERMAN CO.
Form 5500
FILING_RECEIVED
NIELSEN - KELLERMAN CO. 401(K) SALARY REDUCTION PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
236
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIELSEN-KELLERMAN CO..
Plan sponsor
Name
NIELSEN-KELLERMAN CO.
EIN
27-4082186
Address
21 CREEK CIRCLE · BOOTHWYN, PA · 19061
Phone
(610) 447-1555
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PPLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
22 direct securities· $16.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.5M | 15.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.4M | 14.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.3M | 14.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.2M | 7.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 7.1% | |
| Vanguard Total Stock Market Index Inv Vanguard 0 | — | — | — | $1.1M | 7.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 6.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.0M | 6.3% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $860K | 5.3% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $532K | 3.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $426K | 2.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $389K | 2.4% | |
| Vanguard Value Index Inv Vanguard 0 | — | — | — | $320K | 2.0% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $297K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $141K | 0.9% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $131K | 0.8% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $79K | 0.5% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $76K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $61K | 0.4% | |
| Vanguard Inflation-Protected Sec Inv Vanguard 0 | — | — | — | $33K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $23K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $20K | 0.1% |
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