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Sponsor portfolio

ROLAND AI LO ARCHITECTS

EIN 47-3051631-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
7
215 E MONTECITO AVE - SIERRA MADRE, CA 910242026213-537-0910
Plans on this EIN
2 filings
#003401k-$751K - 5 part#002TraditionalDB-$253K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • RETIREMENT TRUST 401(K) (#003)75%
  • DEFINED BENEFIT PENSION (#002)25%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT TRUST 401(K) (#003)5
  • DEFINED BENEFIT PENSION (#002)2
Total 7Click 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#003

ROLAND AI LO ARCHITECTS RETIREMENT TRUST 401(K) PLAN

401k

Assets$751K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROLAND AI LO ARCHITECTS DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$253K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROLAND AI LO ARCHITECTS RETIREMENT TRUST 401(K) PLAN401k$751K52024
002ROLAND AI LO ARCHITECTS DEFINED BENEFIT PENSION PLANTraditionalDB$253K22024
Retirement plans
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