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Sponsor portfolio

BARRY RHEIN & ASSOCIATES, INC.

EIN 77-0530525-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
9
930 TAHOE BLVD, SUITE 802-77 - INCLINE VILLAGE, NV 89451866-966-2233
Plans on this EIN
2 filings
#002TraditionalDB-$4.5M - 4 part#001401k-$785K - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • DEFINED BENEFIT PENSION (#002)85%
  • PROFIT SHARING PLAN (#001)15%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • DEFINED BENEFIT PENSION (#002)4
Total 9Click 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

BARRY RHEIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BARRY RHEIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$785K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BARRY RHEIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$4.5M42024
001BARRY RHEIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$785K52024
Retirement plans
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