Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
FIRST RATE COMPONENTS, INC.
EIN 81-0911711health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
15
1701 FORTUNE DRIVE, SUITE A - SAN JOSE, CA 95131408-956-8741firstphase.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 15 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#002
RAM EXCHANGE CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RAM EXCHANGE 401(K) PLAN & TRUST
401k
Assets$682K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RAM EXCHANGE CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 6 | 2025 | |
| 001 | RAM EXCHANGE 401(K) PLAN & TRUST | 401k | $682K | 9 | 2025 |
Retirement plans