Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RESEARCH AFFILIATES, LLC
EIN 02-0570299investment managementLatest filing 2025
Plans
2
Retirement
2
$39.4M assets
Welfare
0
Participants
169
660 NEWPORT CENTER DRIVE, SUITE 300 - NEWPORT BEACH, CA 92660949-325-8700researchaffiliates.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.4M assets / 169 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
RESEARCH AFFILIATES, LLC 401(K) PLAN
401k
Assets$30.3M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$9.0M
Participants80
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 | RESEARCH AFFILIATES, LLC 401(K) PLAN | 401k | $30.3M | 89 | 2025 | |
| 002 | RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN | CashBalance | $9.0M | 80 | 2025 |
Retirement plans