Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R.MARTIN & ASSOCIATES
EIN 11-3711220Finance and InsuranceLatest filing 2025
Plans
4
Retirement
3
$5.7M assets
Welfare
1
Participants
32
505 N BRAND BLVD, SUITE 230 - GLENDALE, CA 91203818-240-8849
Retirement portfolio analytics
3 plans aggregated / $5.7M assets / 24 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
R. MARTIN & ASSOCIATES 401(K) PRROFIT SHARING PLAN & TRUST
401k
Assets$2.9M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
R. MARTIN & ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
R. MARTIN & ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$452K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
R. MARTIN & ASSOCIATES PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R. MARTIN & ASSOCIATES 401(K) PRROFIT SHARING PLAN & TRUST | 401k | $2.9M | 10 | 2025 | |
| 003 | R. MARTIN & ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 6 | 2024 | |
| 002 | R. MARTIN & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $452K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | R. MARTIN & ASSOCIATES PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans