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Companies

companyBoard Of Trustees, The Nelson Trust
1loaded plans
EIN: 93-6041903Location: ORPlans: 1Latest: 2023
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Plans

planThe Nelson TrustFinancial statementProvider compensation2023 filing
$34.8Mreported assets (EOY)
Sponsor: Board Of Trustees, The Nelson TrustEIN: 93-6041903Plan: 501Participants: 935Assets: $34,833,586Location: Portland, ORLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — The Nelson Trust
Sponsor: Board Of Trustees, The Nelson TrustEIN: 93-6041903Plan: 501Ack ID: 20241003110426NAL0010447201001

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