Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROUGHAN & ASSOCIATES AT LINC, INC.
EIN 47-0948934management consultingLatest filing 2024
Plans
3
Retirement
2
$10.7M assets
Welfare
1
Participants
106
465 N. HALSTEAD STREET, STE 120 - PASADENA, CA 91107626-351-0991linc.bizLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 75 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#003
ROUGHAN & ASSOCIATES AT LINC, INC. PROFIT SHARING PLAN
401k
Assets$7.7M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ROUGHAN & ASSOCIATES AT LINC, INC. DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$3.0M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#004
ROUGHAN & ASSOCIATES AT LINC, INC. DEFINED BENEFIT RETIREMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROUGHAN & ASSOCIATES AT LINC, INC. PROFIT SHARING PLAN | 401k | $7.7M | 44 | 2024 | |
| 004 | ROUGHAN & ASSOCIATES AT LINC, INC. DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $3.0M | 31 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 004 | ROUGHAN & ASSOCIATES AT LINC, INC. DEFINED BENEFIT RETIREMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans