Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RATHBONE GROUP, LLC
EIN 46-5423362law practiceLatest filing 2025
Plans
3
Retirement
3
$15.1M assets
Welfare
0
Participants
284
1250 GRANGER ROAD - BROOKLYN HEIGHTS, OH 44131800-870-5521rathbonegroup.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $15.1M assets / 284 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#001
RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$9.7M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RATHBONE GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$4.0M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RATHBONE GROUP, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN | 401k | $9.7M | 76 | 2025 | |
| 003 | RATHBONE GROUP, LLC CASH BALANCE PLAN | CashBalance | $4.0M | 92 | 2024 | |
| 002 | RATHBONE GROUP, LLC PROFIT SHARING PLAN | ProfitSharing | $1.5M | 116 | 2025 |
Retirement plans