Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $5.7M assets / 9 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BARRY RHEIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $4.9M | 4 | 2025 |
| #001 | BARRY RHEIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $852K | 5 | 2025 |