PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REFERRAL REFRIGERATION
Sponsor portfolio

REFERRAL REFRIGERATION

EIN 81-2576824-Construction-Latest filing 2025
Plans
2
Retirement
2
$824K assets
Welfare
0
Participants
10
11727 SE BLUFF RD - SANDY, OR 97055503-351-2463
Plans on this EIN
2 filings
#002CashBalance-$455K - 5 part#001401k-$369K - 5 part

Retirement portfolio analytics

2 plans aggregated / $824K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • REFERRAL REFRIGERATION 401(K) (#001)45%
Total $824KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • REFERRAL REFRIGERATION 401(K) (#001)5
Total 10Click 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

REFERRAL REFRIGERATION CASH BALANCE PLAN

CashBalance

Assets$455K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

REFERRAL REFRIGERATION 401(K) PLAN

401k

Assets$369K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002REFERRAL REFRIGERATION CASH BALANCE PLANCashBalance$455K52025
001REFERRAL REFRIGERATION 401(K) PLAN401k$369K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica