Assets by plan
Share of aggregate retirement assets
Filings through .
Rogers, Mastrangelo, Carvalho & Mitchell, Ltd
EIN 20-0781417legal servicesLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Health & Benefits
0
Participants
60
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 60 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RMCM RETIREMENT PLAN
401(k)
Assets$5.5M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RMCM CASH BALANCE PLAN
Cash balance
Assets$3.8M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RMCM RETIREMENT PLAN | 401(k) | $5.5M | 39 | 2025 |
| #002 | RMCM CASH BALANCE PLAN | Cash balance | $3.8M | 21 | 2025 |
- RMCM RETIREMENT PLAN$5.5M#001 · 401(k) · 202539
- #002 · Cash balance · 202521
Retirement plans