How big is Nelson-Jameson, Inc.'s plan?

Nelson-Jameson, Inc.'s plan reported $30.9M in assets and 310 participants for 2023.

Original filing (PDF)20250715082944NAL0001439603001

Nelson-Jameson, Inc.

Name: Nelson-Jameson, Inc. — Nelson-Jameson, Inc., Form 5500 (2023)
Creator: Nelson-Jameson, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nelson-Jameson, Inc. Retirement Plan

401(k) retirement plan · Nelson-Jameson, Inc.'s Nelson-Jameson, Inc. Retirement Plan held $30.9M in plan assets for 310 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

25% in single holding

Active participants

310

Accounts w/ balance

355

Plan assets (EOY)

$30.9M

Net assets (EOY)

$30.9M

People on this filing

Michael Wilke signed Nelson-Jameson, Inc.'s 2023 Form 5500 as plan administrator.

Michael Wilke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nelson-Jameson, Inc.'s EIN is 39-0987938.

EIN 39-0987938

Plan number 002

Plan year 2023

ACK ID 20250715082944NAL0001439603001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Nelson-Jameson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Nelson-Jameson, Inc.'s plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NELSON-JAMESON, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

NELSON-JAMESON, INC.

EIN

all filings

Address

PO BOX 647 · MARSHFIELD, WI · 54449

Phone

(715) 387-1151

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2T · Default investment account (QDIA)

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Investments

35 direct securities · 1 pooled fund· $31.4M(100% of reported assets)

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.

Mutual Funds

$19.4M

19 holdings

Common Collective Trusts

$8.5M

6 holdings

Other securities

$1.7M

6 holdings

Pooled Separate Accounts

$575K

1 holding

Pooled Separate Account

$575K

1 holding

Bonds / Notes

$361K

1 holding

Stable Value

$265K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$25.4M American Funds (Capital Group)$544K Wells Fargo / Allspring$388K JPMorgan$23K

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					% of plan
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$7.8M	25.3%
Fidelity Freedom 2040 Fund Mutual Fund N/A	Mutual Funds	—	—	$4.1M	13.1%
Fidelity Freedom 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.9M	9.3%
Fidelity Freedom 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.2M	7.2%
Fidelity Blue Chip Growth K6 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.5M	5.0%
MFS Mid Cap Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$1.4M	4.6%
Fidelity Freedom 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.1M	3.5%
Fidelity Total Bond K6 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.0M	3.4%
Fidelity Freedom 2020 Fund Mutual Fund N/A	Mutual Funds	—	—	$893K	2.9%
Fidelity Freedom 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$826K	2.7%
Fidelity Government Money Market Fund Mutual Fund N/A	Mutual Funds	—	—	$823K	2.7%
Columbia Emerging Marks Fund Mutual Fund N/A	Other securities	—	—	$620K	2.0%
Fidelity Freedom Income Fund Mutual Fund N/A	Mutual Funds	—	—	$584K	1.9%
Principal U.S. Property Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$575K	1.9%
PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	—	$575K	1.9%
MFS Mid Cap Value Fund Mutual Fund N/A	Mutual Funds	—	—	$549K	1.8%
American Funds American Mutual Fund Mutual Fund N/A	Mutual Funds	—	—	$544K	1.8%
Cohen & Steers Realty Shares Fund Mutual Fund N/A	Other securities	—	—	$473K	1.5%
Fidelity Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$398K	1.3%
Allspring Special Small Cap Value Fund Mutual Fund N/A	Other securities	—	—	$388K	1.3%
Notes Receivable from Participants Interest rates range of 3.25% to 8.50% -	Bonds / Notes	—	—	$361K	1.2%
Lincoln Stable Value Group Fixed Annuity Contract N/A	Stable Value	—	—	$265K	0.9%
Fidelity Freedom 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$246K	0.8%
Fidelity Freedom 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$199K	0.6%
Fidelity Freedom 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$178K	0.6%
Fidelity Small Cap Growth K6 Fund Mutual Fund N/A	Mutual Funds	—	—	$169K	0.5%
Columbia Contrarian Core Fund Mutual Fund N/A	Other securities	—	—	$160K	0.5%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund N/A 291 * Fidelity International Capital Appreciation K6 Fund Mutual Fund N/A	Common Collective Trusts	—	—	$110K	0.4%
Fidelity Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$101K	0.3%
Fidelity Freedom 2065 Fund Mutual Fund N/A	Mutual Funds	—	—	$89K	0.3%
Fidelity Global ex U.S. Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$86K	0.3%
Columbia Small Cap Value Fund II Mutual Fund N/A	Other securities	—	—	$40K	0.1%
Fidelity Freedom 2010 Fund Mutual Fund N/A	Mutual Funds	—	—	$37K	0.1%
JPMorgan Government Bond Fund Mutual Fund N/A	U.S. Treasuries	—	—	$23K	<0.1%
Fidelity U.S. Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$14K	<0.1%
Carillon Eagle Mid Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$2K	<0.1%

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