How big is Neilson, Swanson, Dietrich, Smith, PLLC's plan?

Neilson, Swanson, Dietrich, Smith, PLLC's plan reported $1.0M in assets and 4 participants for 2025.

Original filing (PDF)20260323140529NAL0001581649001

Neilson, Swanson, Dietrich, Smith, PLLC

Name: Neilson, Swanson, Dietrich, Smith, PLLC — Form 5500 Plan 001 (2025)
Creator: Neilson, Swanson, Dietrich, Smith, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neilson, Swanson, Dietrich, Smith, PLLC 401(k) Plan

401(k) retirement plan · Neilson, Swanson, Dietrich, Smith, PLLC's Neilson, Swanson, Dietrich, Smith, PLLC 401(k) Plan held $1.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Neilson, Swanson, Dietrich, Smith, PLLC's EIN is 86-3919935.

EIN 86-3919935

Plan number 001

Plan year 2025

ACK ID 20260323140529NAL0001581649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Neilson, Swanson, Dietrich, Smith, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Neilson, Swanson, Dietrich, Smith, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEILSON, SWANSON, DIETRICH, SMITH, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off