Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RURAL WELLNESS, INC.
EIN 84-5051558Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
35
18 POPPY HILLS ROAD - LAGUNA NIGUEL, CA 92677949-322-4337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 35 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
RURAL WELLNESS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RURAL WELLNESS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$240K
Participants14
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 | RURAL WELLNESS, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 21 | 2025 | |
| 002 | RURAL WELLNESS, INC. 401(K) PROFIT SHARING PLAN | 401k | $240K | 14 | 2025 |
Retirement plans