Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RUSSELL, MAININI & FRANKLIN, LLP
EIN 77-0499266accountingLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
9
615 CLARION COURT, SUITE 1 - SAN LUIS OBISPO, CA 93401805-544-7094slotax.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 9 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#001
RUSSELL, MAININI & FRANKLIN, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$4.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RUSSELL, MAININI & FRANKLIN, LLP CASH BALANCE PLAN
CashBalance
Assets$363K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RUSSELL, MAININI & FRANKLIN, LLP 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 5 | 2025 | |
| 002 | RUSSELL, MAININI & FRANKLIN, LLP CASH BALANCE PLAN | CashBalance | $363K | 4 | 2025 |
Retirement plans