Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC
EIN 20-3327943financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
26
5202 OLD ORCHARD ROAD, SUITE 160 - SKOKIE, IL 60077847-863-6510rrcapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 26 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#001
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$8.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.6M | 14 | 2025 | |
| 002 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN & TRUST | CashBalance | $3.1M | 12 | 2025 |
Retirement plans