Walter E. Nelson Company's EIN is 93-0643791.
Download the official 2024 Form 5500 (PDF) for Walter E. Nelson Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walter E. Nelson Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $48K | — |
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.
| PI | % 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 | Common Stocks | — | — | $3.2M | 11.0% | |
| Interest rates Participant Loans (3.25% - 8.50%) 0 | Bonds / Notes | — | — | $224K | 0.8% |
