Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NELSON, ROZIER & CHRISTENSON CORP.
EIN 83-3818038Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
10
100 WILLOW PLAZA STE 401 - VISALIA, CA 93291559-713-0159
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 10 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
NELSON, ROZIER & CHRISTENSON ATTORNEYS AT LAW 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NELSON & ROZIER ATTORNEYS AT LAW CASH BALANCE PLAN
CashBalance
Assets$375K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON, ROZIER & CHRISTENSON ATTORNEYS AT LAW 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 5 | 2025 | |
| 002 | NELSON & ROZIER ATTORNEYS AT LAW CASH BALANCE PLAN | CashBalance | $375K | 5 | 2024 |
Retirement plans