Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE ROIG GROUP, LLC
EIN 27-0349041management consultingLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
9
6400 FLYING CLOUD DRIVE, SUITE 110 - EDEN PRAIRIE, MN 553443371952-484-6942theroiggroup.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 9 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
THE ROIG GROUP 401(K) PLAN
401k
Assets$2.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE ROIG GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants3
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 | THE ROIG GROUP 401(K) PLAN | 401k | $2.4M | 6 | 2025 | |
| 002 | THE ROIG GROUP CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 3 | 2024 |
Retirement plans