Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
R & D Legacy, LLC
EIN 81-5017120Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
2
Retirement
2
$200K assets
Welfare
0
Participants
9
784 CUMMINGS ROAD - SANTA PAULA, CA 93060702-321-7100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $200K assets / 9 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
R & D LEGACY, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$168K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
R & D LEGACY, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$32K
Participants6
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 | R & D LEGACY, LLC CASH BALANCE PENSION PLAN | Cash balance | $168K | 3 | 2025 | |
| 001 | R & D LEGACY, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $32K | 6 | 2025 |
Retirement plans