Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NELSON ARCHITECTS
EIN 26-2593086Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
15
621 2ND AVE N - GREAT FALLS, MT 59401406-727-3286
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 15 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
NELSON ARCHITECTS 401(K) RETIREMENT PLAN
401k
Assets$1.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NELSON ARCHITECTS DEFINED BENEFIT PLAN
CashBalance
Assets$893K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON ARCHITECTS 401(K) RETIREMENT PLAN | 401k | $1.5M | 11 | 2025 | |
| 002 | NELSON ARCHITECTS DEFINED BENEFIT PLAN | CashBalance | $893K | 4 | 2024 |
Retirement plans