Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NESTLEHUT FINANCIAL SERVICES, INC.
EIN 36-3598233financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
19
19802 SOUTH HARLEM AVENUE - FRANKFORT, IL 60423708-361-6700nestlehutnfs.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 19 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
NESTLEHUT FINANCIAL SERVICES, INC. PENSION PLAN
CashBalance
Assets$1.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NESTLEHUT FINANCIAL SERVICES, INC. 401(K) PLAN
401k
Assets$524K
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 | NESTLEHUT FINANCIAL SERVICES, INC. PENSION PLAN | CashBalance | $1.5M | 10 | 2025 | |
| 001 | NESTLEHUT FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $524K | 9 | 2025 |
Retirement plans