Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RIO BENEFITS GROUP, LLC DBA SUNWEST ACTUARIAL SERVICES, LLC
EIN 82-1591673Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$916K assets
Welfare
0
Participants
8
1013 SALAMANCA ST NW - ALBUQUERQUE, NM 87107505-975-2075
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $916K assets / 8 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
SAS 401K PROFIT SHARING PLAN
401k
Assets$637K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAS CASH BALANCE PLAN
CashBalance
Assets$278K
Participants3
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 | SAS 401K PROFIT SHARING PLAN | 401k | $637K | 5 | 2025 | |
| 002 | SAS CASH BALANCE PLAN | CashBalance | $278K | 3 | 2025 |
Retirement plans