Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NELSON-RUDIE & ASSOCIATES, INC.
EIN 41-1276371designLatest filing 2025
Plans
2
Retirement
2
$18.6M assets
Welfare
0
Participants
153
400 HIGHWAY 169 SOUTH - MINNEAPOLIS, MN 55428763-367-7600nelsonrudie.comLinkedIn51-200 employeesdesign
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.6M assets / 153 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-RUDIE & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$13.4M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NELSON-RUDIE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.2M
Participants63
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 | NELSON-RUDIE & ASSOCIATES, INC. 401(K) PLAN | 401k | $13.4M | 90 | 2025 | |
| 002 | NELSON-RUDIE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.2M | 63 | 2025 |
Retirement plans