Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RFD & ASSOCIATES, INC.
EIN 74-2736774information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
79
3267 BEE CAVES RD - SUITE 107-61 - AUSTIN, TX 787466507512-347-9411rfdinc.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 79 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#002
RFD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.3M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RFD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
401k
Assets$6.3M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RFD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.3M | 37 | 2024 | |
| 001 | RFD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | 401k | $6.3M | 42 | 2024 |
Retirement plans