Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHEZI RAFAELI
EIN 20-0019279Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
5
676 N. MICHIGAN AVENUE, SUITE 3010 - CHICAGO, IL 60611312-654-4242
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 5 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#002
CHEZI RAFAELI CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN
401k
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHEZI RAFAELI CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 2 | 2025 | |
| 001 | CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN | 401k | $2.0M | 3 | 2025 |
Retirement plans