Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RECREATIONAL ASSET MANAGEMENT, LLC
EIN 36-4569072Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
201 E. COAST HWY - NEWPORT BEACH, CA 92660949-274-1409
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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
RECREATIONAL ASSET MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RECREATIONAL ASSET MANAGEMENT 401K PLAN
401k
Assets$973K
Participants9
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 | RECREATIONAL ASSET MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.1M | 5 | 2024 | |
| 001 | RECREATIONAL ASSET MANAGEMENT 401K PLAN | 401k | $973K | 9 | 2024 |
Retirement plans