Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RINCON ADVISORY MORTGAGE SERVICES, LLC
EIN 81-1080545InformationLatest filing 2025
Plans
3
Retirement
3
$7.4M assets
Welfare
0
Participants
17
5416 ROYAL RIDGE COURT - WESTLAKE VILLAGE, CA 91362805-401-8394
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.4M assets / 17 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
RINCON ADVISORY MORTGAGE SERVICES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$5.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RINCON ADVISORY MORTGAGE SERVICES, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RINCON ADVISORY MORTGAGE SERVICES, LLC 401K PLAN
401k
Assets$190K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RINCON ADVISORY MORTGAGE SERVICES, LLC PROFIT SHARING PLAN | ProfitSharing | $5.2M | 6 | 2025 | |
| 001 | RINCON ADVISORY MORTGAGE SERVICES, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.0M | 6 | 2025 | |
| 003 | RINCON ADVISORY MORTGAGE SERVICES, LLC 401K PLAN | 401k | $190K | 5 | 2024 |
Retirement plans