Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WM. W. NUGENT & COMPANY, INC.
EIN 36-1567320mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
74
3440 CLEVELAND ST. - SKOKIE, IL 600762916847-674-7782nugentfilters.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M assets / 74 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
WM. W. NUGENT & COMPANY (INC.) EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$4.5M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WM. W. NUGENT & COMPANY, INC. 401K PROFIT SHARING PLAN
401k
Assets$3.5M
Participants28
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 | WM. W. NUGENT & COMPANY (INC.) EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $4.5M | 46 | 2025 | |
| 002 | WM. W. NUGENT & COMPANY, INC. 401K PROFIT SHARING PLAN | 401k | $3.5M | 28 | 2024 |
Retirement plans