Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RAEL & LETSON
EIN 94-1701048management consultingLatest filing 2024
Plans
3
Retirement
3
$39.1M assets
Welfare
0
Participants
214
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 / $39.1M assets / 214 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
401(K) PLAN FOR THE EES OF RAEL & LETSON
401k
Assets$27.4M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RAEL & LETSON EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.4M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT PLAN FOR EMPLOYEES OF RAEL & LETSON
TraditionalDB
Assets$4.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PLAN FOR THE EES OF RAEL & LETSON | 401k | $27.4M | 93 | 2024 | |
| 003 | RAEL & LETSON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.4M | 97 | 2024 | |
| 002 | RETIREMENT PLAN FOR EMPLOYEES OF RAEL & LETSON | TraditionalDB | $4.3M | 24 | 2024 |
Retirement plans