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  2. Rael & Letson
  • Retirement analytics
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  • Retirement plans

Filings through Oct 24, 2026.

Top hat

Rael & Letson

EIN 94-1701048-management consulting-Latest 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 filings
#001401(k)-$31.2M - 98 part#003ESOP-$7.9M - 104 part#002Traditional DB-$4.3M - 23 part

Retirement portfolio analytics

3 plans aggregated / $43.4M assets / 225 participants

Assets by plan

Share of aggregate retirement assets

  • RAEL & LETSON (#001)$31.2M
  • EMPLOYEE STOCK OWNERSHIP (#003)$7.9M
  • RAEL & LETSON (#002)$4.3M
Total $43.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)104
  • RAEL & LETSON (#001)98
  • RAEL & LETSON (#002)23
Total 225Select a row to open it

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

PlanNameTypeAssetsParticipantsLatest year
#001401(K) PLAN FOR THE EES OF RAEL & LETSON401(k)$31.2M982025
#003RAEL & LETSON EMPLOYEE STOCK OWNERSHIP PLANESOP$7.9M1042025
#002RETIREMENT PLAN FOR EMPLOYEES OF RAEL & LETSONTraditional DB$4.3M232025
  • 401(K) PLAN FOR THE EES OF RAEL & LETSON$31.2M
    #001 · 401(k) · 202598
  • RAEL & LETSON EMPLOYEE STOCK OWNERSHIP PLAN$7.9M
    #003 · ESOP · 2025104
  • RETIREMENT PLAN FOR EMPLOYEES OF RAEL & LETSON$4.3M
    #002 · Traditional DB · 202523
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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