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Original filing (PDF)20250908152344NAL0041286034001
WALTER E. NELSON COMPANY
Form 5500
FILING_RECEIVED
WALTER E. NELSON COMPANY PROFIT-SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 2
88% in single holdingNo recordkeeper disclosed
Active participants
820
Accounts w/ balance
310
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
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
80
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Standard Insurance Company Pooled Separate Account A" is 88% of plan.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALTER E. NELSON COMPANY.
Plan sponsor
Name
WALTER E. NELSON COMPANY
EIN
93-0643791
Address
5937 N CUTTER CIRCLE · PORTLAND, OR · 97217
Phone
(503) 285-3037
Industry
Wholesale Tradesee 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JARRARD, SIEBERT, POLLARD & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $70K | — |
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $48K | — |
Investments
2 direct securities · 1 pooled fund· $29.2M(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.
Pooled Separate Account
$25.8M
1 holding
Uncategorized
$3.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $25.8M | 88.2% | |
| Group Annuity Contract Standard Insurance Company Guaranteed Interest Fund | — | — | — | $3.2M | 11.0% | |
| Interest rates Participant Loans (3.25% - 8.50%) 0 | — | — | — | $224K | 0.8% |
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