PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. R. T. Nelson & Associates, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

R. T. Nelson & Associates, LLC

EIN 82-5409194-insurance-Latest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
4
903 COMMERCE DRIVE, SUITE 150 - OAK BROOK, IL 60523630-990-4420rtnelson.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$3.8M - 4 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#001

R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN

401(k)

Assets$3.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN401(k)$3.8M42025
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