· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DONALD W. NICHOLSON & ASSOCIATES, LTD. — DONALD W. NICHOLSON & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250501145723NAL0004781392001
DONALD W. NICHOLSON & ASSOCIATES, LTD.
Form 5500-SF
FILING_RECEIVED
DONALD W. NICHOLSON & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DONALD W. NICHOLSON & ASSOCIATES, LTD.
.
Find decision makers
Plan sponsor
Name
DONALD W. NICHOLSON & ASSOCIATES, LTD.
EIN
51-0303390
Address
1403 SILVERSIDE ROAD, SUITE B · WILMINGTON, DE · 19810
Phone
(302) 529-1500
Industry
Finance & Insurance
see 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
2025-05-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BCGM WEALTH MANAGEMENT, LLC DBA GETTINGS REED FINANCIAL
GETTINGS REED FINANCIAL RETIREMENT READINESS 401(K) PLAN
$2.2M · 5 participants
CLEARWATER ADVISORS, LLC
CLEARWATER ADVISORS 401(K) PLAN
$2.2M · 10 participants
LOANSTAR ALTERNATIVE ASSET SERVICES, LLC
LOANSTAR ALTERNATIVE ASSET SERVICES, LLC 401K PLAN
$2.2M · 8 participants
BLACK OAK INVESTMENT COUNSEL
BLACK OAK INVESTMENT COUNSEL SAFE HARBOR 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
MISSION CREEK CAPITAL PARTNERS,
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MISSION CREEK CAPITAL PARTNERS 401K PLAN
$2.2M · 12 participants
ZW FINANCIAL DBA CASCADIA WEALTH ADVISORS
CASCADIA WEALTH ADVISORS 401(K) PSP
$2.2M · 5 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
