· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RESEARCH AFFILIATES, LLC — RESEARCH AFFILIATES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915150936NAL0001255601001
RESEARCH AFFILIATES, LLC
Form 5500-SF
FILING_RECEIVED
RESEARCH AFFILIATES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
88
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RESEARCH AFFILIATES, LLC
.
Find decision makers
Plan sponsor
Name
RESEARCH AFFILIATES, LLC
EIN
02-0570299
Address
660 NEWPORT CENTER DRIVE · SUITE 300 · NEWPORT BEACH, CA · 926608038
Phone
(949) 325-8700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ANCHORAGE CAPITAL GROUP, LLC
ANCHORAGE CAPITAL GROUP, LLC 401(K) PLAN
$28.2M · 89 participants
TAIYO PACIFIC PARTNERS LP
TAIYO PACIFIC PARTNERS LP 401(K) PROFIT SHARING PLAN
$28.2M · 36 participants
CABOT PROPERTIES, INC.
CABOT PROPERTIES, INC. 401(K) RETIREMENT PLAN
$28.1M · 119 participants
INDUS CAPITAL PARTNERS LLC
INDUS CAPITAL PARTNERS LLC INCENTIVE SAVINGS TRUST
$28.3M · 40 participants
FIRST PACIFIC ADVISORS, LP
FIRST PACIFIC ADVISORS 401(K) SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$28.1M · 78 participants
P10 HOLDINGS, INC.
P10 401(K) PROFIT SHARING PLAN
$28.3M · 180 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
