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Sponsor portfolio

RX MANAGE USA, INC.

EIN 81-0790893-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$369K assets
Welfare
0
Participants
12
10708 CORY LAKE DRIVE - TAMPA, FL 33647813-788-2007
Plans on this EIN
2 filings
#002CashBalance-$286K - 6 part#001ProfitSharing-$83K - 6 part

Retirement portfolio analytics

2 plans aggregated / $369K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • PROFIT SHARING PLAN (#001)23%
Total $369KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click 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

RX MANAGE USA CASH BALANCE PLAN

CashBalance

Assets$286K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RX MANAGE USA PROFIT SHARING PLAN

ProfitSharing

Assets$83K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RX MANAGE USA CASH BALANCE PLANCashBalance$286K62024
001RX MANAGE USA PROFIT SHARING PLANProfitSharing$83K62024
Retirement plans
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