Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RF INVESTMENT MANAGEMENT COMPANY LLC
EIN 81-2862199Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
24
747 THIRD AVENUE, SUITE 2900 - NEW YORK, NY 10017212-590-2426
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 24 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
RF INVESTMENT MANGEMENT COMPANY LLC PENSION PLAN
CashBalance
Assets$3.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RF INVESTMENT MANAGEMENT COMPANY, LLC PROFIT SHARING 401(K) PLAN
401k
Assets$3.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RF INVESTMENT MANGEMENT COMPANY LLC PENSION PLAN | CashBalance | $3.8M | 6 | 2025 | |
| 002 | RF INVESTMENT MANAGEMENT COMPANY, LLC PROFIT SHARING 401(K) PLAN | 401k | $3.4M | 18 | 2025 |
Retirement plans