Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RED TOWER ADVISORS
EIN 77-0660605financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
10
1150 WHITE OAK WAY - SAN CARLOS, CA 94070650-753-8333redtoweradvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 10 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
RED TOWER ADVISORS 401(K) PLAN
401k
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RED TOWER ADVISORS CASH BALANCE
CashBalance
Assets$205K
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 | RED TOWER ADVISORS 401(K) PLAN | 401k | $3.2M | 6 | 2025 | |
| 002 | RED TOWER ADVISORS CASH BALANCE | CashBalance | $205K | 4 | 2025 |
Retirement plans