Sponsor portfolio
REFERRALEXCHANGE, INC.
EIN 20-0776645real estateLatest filing 2025
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
88
580 CALIFORNIA ST, 16TH FLOOR - SAN FRANCISCO, CA 94104415-693-1403referralexchange.comLinkedIn51-200 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REFERRALEXCHANGE, INC. RETIREMENT TRUST | 401k | $5.5M | 88 | 2025 |
Retirement plans