Assets by plan
Share of aggregate retirement assets
Filings through .
Nealy Pierce LLC
EIN 45-2589655staffing and recruitingLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Health & Benefits
0
Participants
25
404 SW COLUMBIA STREET, SUITE 225 - BEND, OR 97702972-318-9802nealypierce.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 25 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NEALY PIERCE 401K
401(k)
Assets$3.7M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NEALY PIERCE CASH BALANCE PLAN
Cash balance
Assets$868K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NEALY PIERCE 401K | 401(k) | $3.7M | 13 | 2025 |
| #002 | NEALY PIERCE CASH BALANCE PLAN | Cash balance | $868K | 12 | 2025 |
- NEALY PIERCE 401K$3.7M#001 · 401(k) · 202513
- #002 · Cash balance · 202512
Retirement plans