Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROLOFF RETIREMENT SOLUTIONS, INC.
EIN 45-3065213Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$759K assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $759K assets / 6 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
ROLOFF RETIREMENT SOLUTIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$417K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROLOFF RETIREMENT SOLUTIONS, INC. 401(K) PLAN
401k
Assets$342K
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 | ROLOFF RETIREMENT SOLUTIONS, INC. CASH BALANCE PLAN | CashBalance | $417K | 3 | 2025 | |
| 001 | ROLOFF RETIREMENT SOLUTIONS, INC. 401(K) PLAN | 401k | $342K | 3 | 2025 |
Retirement plans