PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NFG MANAGEMENT SERVICES, LLC
Sponsor portfolio

NFG MANAGEMENT SERVICES, LLC

EIN 45-2410904-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$344K assets
Welfare
0
Participants
18
5018 MORGAN PLACE - RANCHO CUCAMONGA, CA 91737909-331-7709
Plans on this EIN
2 filings
#002TraditionalDB-$319K - 9 part#001ProfitSharing-$25K - 9 part

Retirement portfolio analytics

2 plans aggregated / $344K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED BENEFIT PENSION (#002)93%
  • PROFIT SHARING PLAN (#001)7%
Total $344KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)9
  • PROFIT SHARING PLAN (#001)9
Total 18Click 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

NFG MANAGEMENT SERVICES, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$319K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NFG MANAGEMENT SERVICES, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$25K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NFG MANAGEMENT SERVICES, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$319K92025
001NFG MANAGEMENT SERVICES, LLC PROFIT SHARING PLANProfitSharing$25K92025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica