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Sponsor portfolio

RICHARD POLA & ASSOCIATES, INC. DBA R.P. & ASSOCIATES, INC.

EIN 33-0668704-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
28
2205 PACIFIC COAST HIGHWAY - HERMOSA BEACH, CA 90254310-372-9709
Plans on this EIN
2 filings
#001401k-$4.3M - 16 part#002CashBalance-$987K - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • CASH BALANCE PENSION (#002)18%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)16
  • CASH BALANCE PENSION (#002)12
Total 28Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

R.P. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

R.P. & ASSOCIATES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$987K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001R.P. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$4.3M162025
002R.P. & ASSOCIATES, INC. CASH BALANCE PENSION PLANCashBalance$987K122025
Retirement plans
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