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Sponsor portfolio

RMI VALUATION, LLC

EIN 83-2904052-real estate-Latest filing 2024
Plans
2
Retirement
2
$305K assets
Welfare
0
Participants
5
643 LANDWEHR ROAD - NORTHBROOK, IL 60062847-906-1799rmivaluation.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$163K - 2 part#001401k-$142K - 3 part

Retirement portfolio analytics

2 plans aggregated / $305K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • VALUATION, LLC PENSION (#002)53%
  • PROFIT SHARING PLAN (#001)47%
Total $305KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • VALUATION, LLC PENSION (#002)2
Total 5Click 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

RMI VALUATION, LLC PENSION PLAN

CashBalance

Assets$163K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RMI VALUATION, LLC 401K PROFIT SHARING PLAN

401k

Assets$142K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RMI VALUATION, LLC PENSION PLANCashBalance$163K22024
001RMI VALUATION, LLC 401K PROFIT SHARING PLAN401k$142K32024
Retirement plans
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