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  2. RICHARD P. ROJECK
Sponsor portfolio

RICHARD P. ROJECK

EIN 81-5404182-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$183K assets
Welfare
0
Participants
4
4250 EXECUTIVE SQUARE, SUITE 700 - LA JOLLA, CA 92037858-550-2838
Plans on this EIN
2 filings
#002CashBalance-$102K - 2 part#001401k-$81K - 2 part

Retirement portfolio analytics

2 plans aggregated / $183K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • P. ROJECK 401(K) (#001)44%
Total $183KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • P. ROJECK 401(K) (#001)2
Total 4Click 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

RICHARD P. ROJECK CASH BALANCE PLAN

CashBalance

Assets$102K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

RICHARD P. ROJECK 401(K) PLAN

401k

Assets$81K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RICHARD P. ROJECK CASH BALANCE PLANCashBalance$102K22024
001RICHARD P. ROJECK 401(K) PLAN401k$81K22024
Retirement plans
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