Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIELDMAN, ROLAPP & ASSOCIATES, INC.
EIN 95-2920834financial servicesLatest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
47
19900 MACARTHUR BLVD., SUITE 1100 - IRVINE, CA 926128429949-660-7300LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 47 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
FIELDMAN, ROLAPP & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$7.0M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIELDMAN, ROLAPP & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIELDMAN, ROLAPP & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $7.0M | 29 | 2024 | |
| 002 | FIELDMAN, ROLAPP & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.3M | 18 | 2025 |
Retirement plans