Original filing (PDF)20241025132934NAL0000549138001

NELSON BROS. & STROM CO., INC.

Name: NELSON BROS. & STROM CO., INC. — NELSON BROS. & STROM CO., INC. EMPLOYEE'S PROFIT SHARING AND 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: NELSON BROS. & STROM CO., INC.

Form 5500-SF

FILING_RECEIVED

NELSON BROS. & STROM CO., INC. EMPLOYEE'S PROFIT SHARING AND 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON BROS. & STROM CO., INC..

Plan sponsor

Name

NELSON BROS. & STROM CO., INC.

EIN

39-1728186

Address

2137 ROOSEVELT AVENUE · RACINE, WI · 53406

Phone

(262) 632-1651

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2024-10-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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