Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARRONE & ASSOCIATES, P.C. DBA PHILIP + RAE AND ASSOCIATES
EIN 27-0479293Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
60
564 SOUTH WASHINGTON STREET, SUITE 200 - NAPERVILLE, IL 60540630-505-3623
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 60 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#002
PHILIP RAE & ASSOCIATES CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$6.6M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHILIP RAE & ASSOCIATES EMPLOYEE 401(K) PLAN
401k
Assets$5.1M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHILIP RAE & ASSOCIATES CASH BALANCE PENSION PLAN & TRUST | CashBalance | $6.6M | 26 | 2024 | |
| 001 | PHILIP RAE & ASSOCIATES EMPLOYEE 401(K) PLAN | 401k | $5.1M | 34 | 2024 |
Retirement plans