Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOB RILEY AND ASSOCIATES, LLC
EIN 27-5160932government relationsLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
12
3530 INDEPENDENCE DRIVE - BIRMINGHAM, AL 35209205-484-0099bobrileyandassociates.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 12 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
BOB RILEY AND ASSOCIATES, LLC 401(K) PLAN
401k
Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOB RILEY AND ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$77K
Participants6
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 | BOB RILEY AND ASSOCIATES, LLC 401(K) PLAN | 401k | $1.0M | 6 | 2024 | |
| 002 | BOB RILEY AND ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $77K | 6 | 2024 |
Retirement plans