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Sponsor portfolio

RKB SHEET METAL

EIN 14-1796560-machinery-Latest filing 2024
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
8
15 ANACONDA DRIVE - LAKE KATRINE, NY 12449845-382-2010LinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#001ProfitSharing-$5.6M - 4 part#002CashBalance-$4.2M - 4 part

Retirement portfolio analytics

2 plans aggregated / $9.8M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $9.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PLAN (#002)4
Total 8Click 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#001

RKB SHEET METAL, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$5.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RKB SHEET METAL CASH BALANCE PLAN

CashBalance

Assets$4.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RKB SHEET METAL, INC. PROFIT SHARING PLANProfitSharing$5.6M42024
002RKB SHEET METAL CASH BALANCE PLANCashBalance$4.2M42024
Retirement plans
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