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Sponsor portfolio

ROKFORM LLC

EIN 45-1961229-consumer goods-Latest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
31
16180 SCIENTIFIC WAY - IRVINE, CA 92618714-660-7483rokform.comLinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filings
#002401k-$3.8M - 16 part#003CashBalance-$1.1M - 15 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • LLC RETIREMENT PLAN (#002)78%
  • CASH BALANCE PENSION (#003)22%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#002)16
  • CASH BALANCE PENSION (#003)15
Total 31Click 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#002

ROKFORM LLC RETIREMENT PLAN

401k

Assets$3.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ROKFORM LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROKFORM LLC RETIREMENT PLAN401k$3.8M162024
003ROKFORM LLC CASH BALANCE PENSION PLANCashBalance$1.1M152024
Retirement plans
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