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  2. REALITY BASED LEADERSHIP, LLC
Sponsor portfolio

REALITY BASED LEADERSHIP, LLC

EIN 92-0935611-professional training & coaching-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
1405 CANEY CREEK LANE - MCKINNEY, TX 75071402-763-8963realitybasedleadership.comLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 6 part#001401k-$1.3M - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • RBL 401(K) (#001)43%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RBL 401(K) (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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

RBL CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

RBL 401(K) PLAN

401k

Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RBL CASH BALANCE PLANCashBalance$1.8M62025
001RBL 401(K) PLAN401k$1.3M72025
Retirement plans
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