Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
RND TAX INCENTIVES
EIN 83-0619850financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
12
850 BASSI DRIVE - SAN LUIS OBISPO, CA 93405559-612-4343rndtaxincentives.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 12 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
RND TAX INCENTIVES CASH BALANCE PLAN
CashBalance
Assets$794K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RND TAX INCENTIVES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$678K
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 | RND TAX INCENTIVES CASH BALANCE PLAN | CashBalance | $794K | 6 | 2025 | |
| 001 | RND TAX INCENTIVES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $678K | 6 | 2025 |
Retirement plans