PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. R & D DISTRIBUTING, LTD
Sponsor portfolio

R & D DISTRIBUTING, LTD

EIN 75-2927228-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
21
P.O. BOX 1507 - CENTER, TX 75935936-598-5361
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 9 part#001ProfitSharing-$131K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • CASH BALANCE PENSION (#002)92%
  • LTD RETIREMENT PLAN (#001)8%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LTD RETIREMENT PLAN (#001)12
  • CASH BALANCE PENSION (#002)9
Total 21Click 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#002

R & D DISTRIBUTING, LTD CASH BALANCE PENSION PLAN

CashBalance

Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

R & D DISTRIBUTING, LTD RETIREMENT PLAN

ProfitSharing

Assets$131K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002R & D DISTRIBUTING, LTD CASH BALANCE PENSION PLANCashBalance$1.5M92024
001R & D DISTRIBUTING, LTD RETIREMENT PLANProfitSharing$131K122024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica