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  2. RB WILLIAMS CO., INC. DBA KEIRETSU FORUM
Sponsor portfolio

RB WILLIAMS CO., INC. DBA KEIRETSU FORUM

EIN 94-3382528-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
13
P.O. BOX 415 - ORINDA, CA 94104415-573-0753
Plans on this EIN
2 filings
#001TraditionalDB-$3.4M - 6 part#002401k-$609K - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#001)85%
  • 401(K) RETIREMENT PLAN (#002)15%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)7
  • CASH BALANCE PLAN (#001)6
Total 13Click 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

KEIRETSU FORUM CASH BALANCE PLAN

TraditionalDB

Assets$3.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEIRETSU FORUM 401(K) RETIREMENT PLAN

401k

Assets$609K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEIRETSU FORUM CASH BALANCE PLANTraditionalDB$3.4M62024
002KEIRETSU FORUM 401(K) RETIREMENT PLAN401k$609K72024
Retirement plans
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