Assets by plan
Share of aggregate retirement assets
- RAEL & LETSON (#001)$31.2M
- RAEL & LETSON (#002)$4.3M
Filings through .
Top hat
Rael & Letson
EIN 94-1701048management consultingLatest filing 2025
Plans
3
Retirement
3
$43.4M assets
Health & Benefits
0
Participants
225
160 BOVET ROAD, SUITE 203 - SAN MATEO, CA 94402650-341-3311rael-letson.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $43.4M assets / 225 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
401(K) PLAN FOR THE EES OF RAEL & LETSON
401(k)
Assets$31.2M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
RAEL & LETSON EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.9M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RETIREMENT PLAN FOR EMPLOYEES OF RAEL & LETSON
Traditional DB
Assets$4.3M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | 401(K) PLAN FOR THE EES OF RAEL & LETSON | 401(k) | $31.2M | 98 | 2025 |
| #003 | RAEL & LETSON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.9M | 104 | 2025 |
| #002 | RETIREMENT PLAN FOR EMPLOYEES OF RAEL & LETSON | Traditional DB | $4.3M | 23 | 2025 |
- #001 · 401(k) · 202598
- #003 · ESOP · 2025104
- #002 · Traditional DB · 202523
Retirement plans