Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RETIREMENT PLAN SOLUTIONS, INC.
EIN 56-1762637financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
107
535 KEISLER DRIVE SUITE 102 - CARY, NC 27518919-816-0221rpsi.us.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 107 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#402
CAPITAL ADVISERS POOLED EMPLOYER PLAN
401k
Assets$4.5M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT PLAN SOLUTIONS, INC. 401(K) PLAN
401k
Assets$1.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 402 | CAPITAL ADVISERS POOLED EMPLOYER PLAN | 401k | $4.5M | 81 | 2024 | |
| 002 | RETIREMENT PLAN SOLUTIONS, INC. 401(K) PLAN | 401k | $1.1M | 26 | 2024 |
Retirement plans