Assets by plan
Share of aggregate retirement assets
95%top
Sponsor portfolio
DAVID RIO COFFEE & TEA, INC
EIN 94-3269338computer softwareLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 24 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
DAVID RIO COFFEE & TEA INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.0M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID RIO COFFEE & TEA, INC CASH BALANCE PLAN
CashBalance
Assets$145K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID RIO COFFEE & TEA INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.0M | 16 | 2024 | |
| 002 | DAVID RIO COFFEE & TEA, INC CASH BALANCE PLAN | CashBalance | $145K | 8 | 2024 |
Retirement plans