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  2. ROBERT D. NIEHAUS, INC.
Sponsor portfolio

ROBERT D. NIEHAUS, INC.

EIN 77-0067990-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
3
$14.4M assets
Welfare
0
Participants
97
140 EAST CARRILLO STREET - SANTA BARBARA, CA 93101805-962-0611
Plans on this EIN
3 filings
#002401k-$6.7M - 29 part#003CashBalance-$5.3M - 30 part#004ESOP-$2.3M - 38 part

Retirement portfolio analytics

3 plans aggregated / $14.4M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • RDN 401(K) (#002)47%
  • CASH BALANCE PLAN (#003)37%
  • EMPLOYEE STOCK OWNERSHIP (#004)16%
Total $14.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)38
  • CASH BALANCE PLAN (#003)30
  • RDN 401(K) (#002)29
Total 97Click 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

RDN 401(K) PLAN

401k

Assets$6.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

RDN CASH BALANCE PLAN

CashBalance

Assets$5.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

RDN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002RDN 401(K) PLAN401k$6.7M292025
003RDN CASH BALANCE PLANCashBalance$5.3M302025
004RDN EMPLOYEE STOCK OWNERSHIP PLANESOP$2.3M382025
Retirement plans
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