Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE NIKOLS COMPANY
EIN 20-1009019real estateLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
13
4675 MACARTHUR CT, STE 500 - NEWPORT BEACH, CA 92660949-474-8488nikolsco.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE NIKOLS COMPANY CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE NIKOLS COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$2.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE NIKOLS COMPANY CASH BALANCE PLAN | CashBalance | $3.1M | 4 | 2025 | |
| 001 | THE NIKOLS COMPANY PROFIT SHARING PLAN | ProfitSharing | $2.7M | 9 | 2025 |
Retirement plans