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Sponsor portfolio

RFI RESOURCES, LLC

EIN 47-4078706-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
555 PHILADELPHIA STREET - INDIANA, PA 15701724-349-3320
Plans on this EIN
2 filings
#001401k-$1.4M - 8 part#002CashBalance-$797K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • LLC RETIREMENT PLAN (#001)63%
  • CASH BALANCE PENSION (#002)37%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)8
  • CASH BALANCE PENSION (#002)5
Total 13Click 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#001

RFI RESOURCES, LLC RETIREMENT PLAN

401k

Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RFI RESOURCES, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$797K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RFI RESOURCES, LLC RETIREMENT PLAN401k$1.4M82024
002RFI RESOURCES, LLC CASH BALANCE PENSION PLANCashBalance$797K52024
Retirement plans
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