PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RIMROCK CAPITAL MANAGEMENT, LLC
Sponsor portfolio

RIMROCK CAPITAL MANAGEMENT, LLC

EIN 02-0565685-investment management-Latest filing 2025
Plans
2
Retirement
2
$23.1M assets
Welfare
0
Participants
73
100 INNOVATION DRIVE, SUITE 200 - IRVINE, CA 92617949-381-7824rimrockcapital.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filings
#003401k-$21.3M - 54 part#004CashBalance-$1.8M - 19 part

Retirement portfolio analytics

2 plans aggregated / $23.1M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#003)92%
  • BALANCE PLAN #2 (#004)8%
Total $23.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)54
  • BALANCE PLAN #2 (#004)19
Total 73Click 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#003

RIMROCK CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$21.3M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

RIMROCK CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN #2

CashBalance

Assets$1.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RIMROCK CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$21.3M542024
004RIMROCK CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN #2CashBalance$1.8M192025
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