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  2. THE NELSON COMPANY, INC.
Sponsor portfolio

THE NELSON COMPANY, INC.

EIN 42-1068264-machinery-Latest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
70
1200 WEST STONE AVE., PO BOX 395 - FAIRFIELD, IA 52556641-472-6583nelsoncompanyinc.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#002ESOP-$5.1M - 36 part#001401k-$1.3M - 34 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 70 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN AND TRUST (#002)80%
  • COMPANY, INC. 401(K) (#001)20%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)36
  • COMPANY, INC. 401(K) (#001)34
Total 70Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NELCO EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$5.1M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE NELSON COMPANY, INC. 401(K) PLAN

401k

Assets$1.3M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NELCO EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$5.1M362025
001THE NELSON COMPANY, INC. 401(K) PLAN401k$1.3M342024
Retirement plans
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