Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
G ERIC NIELSON & ASSOCIATES
EIN 87-0502281Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
28
4790 SOUTH HOLLADAY BLVD - SALT LAKE CITY, UT 84117801-424-9088ericnielson.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 28 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#003
G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
G ERIC NIELSON & ASSOCIATES PROFIT SHARING PLAN
401k
Assets$3.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | G ERIC NIELSON & ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $3.6M | 14 | 2024 | |
| 001 | G ERIC NIELSON & ASSOCIATES PROFIT SHARING PLAN | 401k | $3.2M | 14 | 2024 |
Retirement plans