Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
RHAME & GORRELL WEALTH MANAGEMENT
EIN 81-2224343financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
38
1330 LAKE ROBBINS DRIVE, SUITE 360 - THE WOODLANDS, TX 77380832-789-1100rgwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 38 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
RHAME & GORRELL 401(K) PLAN
401k
Assets$3.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RHAME & GORRELL CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RHAME & GORRELL 401(K) PLAN | 401k | $3.0M | 19 | 2024 | |
| 002 | RHAME & GORRELL CASH BALANCE PLAN | CashBalance | $1.7M | 19 | 2024 |
Retirement plans