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Sponsor portfolio

RUSSELL D. MITCHELL & ASSOCIATES, INC.

EIN 94-2537182-design-Latest filing 2025
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
19
2760 CAMINO DIABLO - WALNUT CREEK, CA 94597925-939-3985rmairrigation.comLinkedIn1-10 employeesdesign
Plans on this EIN
2 filings
#001401k-$11.6M - 14 part#002CashBalance-$373K - 5 part

Retirement portfolio analytics

2 plans aggregated / $11.9M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • INC. 401K PLAN (#001)97%
  • CASH BALANCE PLAN (#002)3%
Total $11.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)14
  • CASH BALANCE PLAN (#002)5
Total 19Click 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#001

RUSSELL D. MITCHELL & ASSOCIATES, INC. 401K PLAN

401k

Assets$11.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RUSSELL D. MITCHELL & ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$373K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RUSSELL D. MITCHELL & ASSOCIATES, INC. 401K PLAN401k$11.6M142025
002RUSSELL D. MITCHELL & ASSOCIATES, INC. CASH BALANCE PLANCashBalance$373K52025
Retirement plans
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