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Sponsor portfolio

NEALY PIERCE LLC

EIN 45-2589655-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
25
404 SW COLUMBIA STREET, SUITE 225 - BEND, OR 97702972-318-9802nealypierce.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$3.7M - 13 part#002CashBalance-$868K - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • NEALY PIERCE 401K (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEALY PIERCE 401K (#001)13
  • CASH BALANCE PLAN (#002)12
Total 25Click 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#001

NEALY PIERCE 401K

401k

Assets$3.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEALY PIERCE CASH BALANCE PLAN

CashBalance

Assets$868K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEALY PIERCE 401K401k$3.7M132025
002NEALY PIERCE CASH BALANCE PLANCashBalance$868K122025
Retirement plans
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