Assets by plan
Share of aggregate retirement assets
Filings through .
Nugent & Haeussler PC
EIN 14-1567370accountingLatest filing 2025
Plans
2
Retirement
2
$29.2M assets
Health & Benefits
0
Participants
49
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.2M assets / 49 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NUGENT & HAEUSSLER PC PROFIT SHARING PLAN
401(k)
Assets$27.3M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
NUGENT & HAEUSSLER, P.C. CASH BALANCE PENSION PLAN
Cash balance
Assets$2.0M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NUGENT & HAEUSSLER PC PROFIT SHARING PLAN | 401(k) | $27.3M | 38 | 2025 |
| #003 | NUGENT & HAEUSSLER, P.C. CASH BALANCE PENSION PLAN | Cash balance | $2.0M | 11 | 2025 |
- #001 · 401(k) · 202538
- #003 · Cash balance · 202511
Retirement plans