Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEUENSCHWANDER ASSET MANAGEMENT
EIN 20-1983803financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
4893 LARSON BEACH RD - MCFARLAND, WI 53558608-838-3330namadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 5 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#001
NEUENSCHWANDER ASSET MANAGEMENT, LLC 401(K)/PS PLAN
401k
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEUENSCHWANDER ASSET MANAGEMENT 401(K) PLAN
401k
Assets$98K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEUENSCHWANDER ASSET MANAGEMENT, LLC 401(K)/PS PLAN | 401k | $1.2M | 2 | 2025 | |
| 002 | NEUENSCHWANDER ASSET MANAGEMENT 401(K) PLAN | 401k | $98K | 3 | 2025 |
Retirement plans