Nelson Brothers, Inc. 401(k) Plan: Login, Facts & Contact Information

Nelson Brothers, Inc. 401(k) Plan Facts

Plan name
NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NELSON BROTHERS, INC.
Participants
622 (489 active employees)
Former employees with a balance
157
Plan assets
$54,839,009 at Mar 31, 2025
Average account balance
$90,196 across 608 accounts
Employer contributions
$1,578,948 in plan year 2024 (37% of all contributions)
Plan year
Apr 1, 2024 – Mar 31, 2025
Plan established
Jun 30, 1985
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Apr 1, 2024 – Mar 31, 2025), filed Jan 8, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.31 million went into the plan in contributions, $1.58 million of it from the employer (37%).
  • $5.00 million was paid out to participants.
  • Investment and other income added $2.79 million.
  • Administrative expenses were $242,410, about $399 per account.

How the Nelson Brothers, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019534$39.2 million$1.23 million$3.97 million
2020562$50.7 million$1.14 million$5.20 million
2021547$49.1 million$1.20 million$6.83 million
2022604$44.6 million$1.34 million$5.50 million
2023648$53.0 million$1.48 million$3.03 million
2024622$54.8 million$1.58 million$5.00 million

Nelson Brothers, Inc. 401(k) Contact Information

Phone
205-802-5344
Mailing address
820 SHADES CREEK PARKWAY SUITE 2000, BIRMINGHAM AL 35209
Plan sponsor
NELSON BROTHERS, INC.
Employer identification number (EIN)
63-0479482
Plan number
002

Questions about the Nelson Brothers, Inc. 401(k)

Does Nelson Brothers, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.58 million, 37% of all contributions.

Does the Nelson Brothers, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Nelson Brothers, Inc 401(k) plan?

622 participants at the start of plan year 2024, 489 of them active employees, and 157 former employees who still had money in the plan.

What is the average 401(k) balance at Nelson Brothers, Inc?

About $90,196 per account: $54.8 million in plan assets across 608 accounts with a balance at the end of plan year 2024.

Who manages the Nelson Brothers, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Nelson Brothers, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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