PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RRE ADVISORS, LLC
Sponsor portfolio

RRE ADVISORS, LLC

EIN 36-4755626-investment banking-Latest filing 2024
Plans
2
Retirement
2
$19.6M assets
Welfare
0
Participants
57
130 E. 59TH STREET, 17TH FLOOR - NEW YORK, NY 10022212-418-5108LinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$10.0M - 34 part#002TraditionalDB-$9.6M - 23 part

Retirement portfolio analytics

2 plans aggregated / $19.6M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#001)51%
  • DEFINED BENEFIT PLAN (#002)49%
Total $19.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)34
  • DEFINED BENEFIT PLAN (#002)23
Total 57Click 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

RRE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$10.0M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RRE ADVISORS, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$9.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RRE ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$10.0M342024
002RRE ADVISORS, LLC DEFINED BENEFIT PLANTraditionalDB$9.6M232024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica