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Sponsor portfolio

R&M DEVELOPMENT CO.

EIN 20-0660032-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
2314 SCENIC PARK PLACE S.W. - ROCHESTER, MN 55902507-281-9800
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 2 part#001401k-$561K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • DEVELOPMENT CO. 401K (#001)25%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • DEVELOPMENT CO. 401K (#001)2
Total 4Click 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#002

R&M DEVELOPMENT CO. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

R&M DEVELOPMENT CO. 401K

401k

Assets$561K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002R&M DEVELOPMENT CO. CASH BALANCE PLANCashBalance$1.7M22025
001R&M DEVELOPMENT CO. 401K401k$561K22025
Retirement plans
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