Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIONAL CD RATELINE, INC
EIN 11-3407488financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
16
4665 NESCONSET HIGHWAY - PORT JEFF STATION, NY 11766631-924-3400cdrateline.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 16 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
NATIONAL CD RATELINE 401K PROFIT SHARING PLAN
401k
Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATIONAL CD RATELINE CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants6
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 | NATIONAL CD RATELINE 401K PROFIT SHARING PLAN | 401k | $2.5M | 10 | 2025 | |
| 002 | NATIONAL CD RATELINE CASH BALANCE PLAN | CashBalance | $2.3M | 6 | 2025 |
Retirement plans