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Sponsor portfolio

RICK LOPEZ CORPORATION

EIN 77-0567553-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
46
201 N RICE AVE STE G - OXNARD, CA 93030805-988-1865
Plans on this EIN
2 filings
#002TraditionalDB-$2.6M - 20 part#001401k-$22K - 26 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • DEFINED BENEFIT PLAN (#002)99%
  • PLAN & TRUST (#001)1%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)26
  • DEFINED BENEFIT PLAN (#002)20
Total 46Click 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

RICK LOPEZ CORPORATION DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

RICK LOPEZ CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$22K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RICK LOPEZ CORPORATION DEFINED BENEFIT PLANTraditionalDB$2.6M202025
001RICK LOPEZ CORPORATION 401(K) PROFIT SHARING PLAN & TRUST401k$22K262025
Retirement plans
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