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  2. MORRIS O. NELSON & SONS, INC.
Sponsor portfolio

MORRIS O. NELSON & SONS, INC.

EIN 93-0702289-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
140
3112 INDUSTRIAL AVE. - SPRINGFIELD, OR 97478541-746-0303monelsontrucking.comLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002401k-$2.5M - 70 part#001401k-$1.3M - 70 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 140 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • 4 US TOO (#002)65%
  • BUCKS 4 US (#001)35%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 4 US TOO (#002)70
  • BUCKS 4 US (#001)70
Total 140Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MO BUCKS 4 US TOO

401k

Assets$2.5M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MO BUCKS 4 US

401k

Assets$1.3M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MO BUCKS 4 US TOO401k$2.5M702025
001MO BUCKS 4 US401k$1.3M702025
Retirement plans
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