Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
EIN 82-3146189investment managementLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
6
8 NORTH ADGERS WHARF - CHARLESTON, SC 294012519843-790-2625nicholsonwmg.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 6 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
NICHOLSON WEALTH MANAGEMENT GROUP, L.L.C. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NICHOLSON WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN
401k
Assets$575K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NICHOLSON WEALTH MANAGEMENT GROUP, L.L.C. CASH BALANCE PLAN | CashBalance | $2.3M | 3 | 2024 | |
| 002 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN | 401k | $575K | 3 | 2025 |
Retirement plans