Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RIM ASSOCIATES, LLC DBA REVATI WELLNESS
EIN 42-1754032medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
7
29001 CEDAR RD., #655 - LYNDHURST, OH 44124440-249-4455myclevelanddoctor.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 7 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
REVATI WELLNESS CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
REVATI WELLNESS 401(K) PLAN
401k
Assets$485K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REVATI WELLNESS CASH BALANCE PLAN | CashBalance | $1.6M | 4 | 2024 | |
| 001 | REVATI WELLNESS 401(K) PLAN | 401k | $485K | 3 | 2025 |
Retirement plans