Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RULE 1 INVESTING
EIN 26-3514335professional training & coachingLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
26
1539 BEAR CREEK RD. - MORELAND, GA 30259404-433-7444ruleoneinvesting.comLinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M 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
RULE 1 INVESTING CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN
401k
Assets$811K
Participants14
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 | RULE 1 INVESTING CASH BALANCE PLAN | CashBalance | $2.6M | 12 | 2025 | |
| 002 | RULE 1 INVESTING 401(K) PROFIT SHARING PLAN | 401k | $811K | 14 | 2025 |
Retirement plans