Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RJL INSURANCE SERVICES, INC.
EIN 95-4046632management consultingLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
10
P.O. BOX 156 - VALLEY CENTER, CA 92082562-437-4244rjlservices.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 10 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
RJL INSURANCE SERVICES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$3.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RJL INSURANCE SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$876K
Participants3
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 | RJL INSURANCE SERVICES, INC. RETIREMENT SAVINGS PLAN | 401k | $3.1M | 7 | 2025 | |
| 002 | RJL INSURANCE SERVICES, INC. CASH BALANCE PLAN | CashBalance | $876K | 3 | 2025 |
Retirement plans