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Original filing (PDF)20251010120620NAL0004213747001
NELSON & SONS CONSTRUCTION CO, INC.
Form 5500
FILING_RECEIVED
EMPLOYEE BENEFIT PLAN OF NELSON & SONS
401(k) retirement plan
Active participants
99
Accounts w/ balance
214
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
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 (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELSON & SONS CONSTRUCTION CO, INC..
Plan sponsor
Name
NELSON & SONS CONSTRUCTION CO, INC.
EIN
91-1726988
Address
7303A W BOSTIAN ROAD · WOODINVILLE, WA · 98072
Phone
(360) 668-3800
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | — | EL SEGUNDO, CA | SERVICE PROVIDER | $40K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
Investments
29 direct securities · 1 pooled fund· $29.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.0M
29 holdings
Pooled Separate Account
$14.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.2M | 96.1% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | — | — | — | $3.2M | 21.6% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | — | — | — | $2.2M | 15.1% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | — | — | — | $2.2M | 15.0% | |
| Vangrd Trgt Retire 2025 Fd Pooled Separate Account | — | — | — | $1.7M | 11.3% | |
| Vangrd Trgt Retire 2035 Fd Pooled Separate Account | — | — | — | $1.3M | 9.0% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.0M | 7.1% | |
| Vangrd Trgt Retire 2055 Fd Pooled Separate Account | — | — | — | $859K | 5.8% | |
| Vangrd Trgt Retire 2020 Fd Pooled Separate Account | — | — | — | $480K | 3.3% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $435K | 3.0% | |
| MFS Growth Fund R6 Pooled Separate Account | — | — | — | $239K | 1.6% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | — | — | — | $228K | 1.5% | |
| (Held at End of Year) EMPLOYEE BENEFIT PLAN OF NELSON & SONS CONSTRUCTION CO., EIN#91-1726988 Plan# 001 Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $190K | 1.3% | |
| Vanguard 500 Index Fund Adm Pooled Separate Account | — | — | — | $163K | 1.1% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | — | — | — | $134K | 0.9% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $134K | 0.9% | |
| American Funds New Perspective R6 Pooled Separate Account | — | — | — | $80K | 0.5% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $80K | 0.5% | |
| American Funds Wash Mutual Inv R6 Pooled Separate Account | — | — | — | $56K | 0.4% | |
| JPMorgan Equity Income Fund R6 Pooled Separate Account | — | — | — | $54K | 0.4% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | — | — | — | $46K | 0.3% | |
| Macquarie Interntl Core Eqty R6 Pooled Separate Account | — | — | — | $28K | 0.2% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | $2K | $20K | 0.1% | |
| Vanguard Mid-Cap Index Fund Adm Pooled Separate Account | — | — | — | $18K | 0.1% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $16K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $11K | <0.1% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | — | — | — | $8K | <0.1% | |
| VY TRwPr Divr MdCp Gr Pt R6 Pooled Separate Account | — | — | — | $7K | <0.1% | |
| ClrBrg SmCp Grw Fd IS Pooled Separate Account | — | — | — | $5K | <0.1% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $3K | <0.1% |