How big is Research Affiliates, LLC's plan?

Research Affiliates, LLC's plan reported $28.2M in assets and 58 participants for 2024.

Original filing (PDF)20250915150936NAL0001255601001

Research Affiliates, LLC

Name: Research Affiliates, LLC — Research Affiliates, LLC, Form 5500 (2024)
Creator: Research Affiliates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Research Affiliates, LLC 401(k) Plan

401(k) retirement plan · Research Affiliates, LLC's Research Affiliates, LLC 401(k) Plan held $28.2M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28.2M

Net assets (EOY)

$28.2M

Plan identifiers

Research Affiliates, LLC's EIN is 02-0570299.

EIN 02-0570299

Plan number 001

Plan year 2024

ACK ID 20250915150936NAL0001255601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Research Affiliates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Research Affiliates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RESEARCH AFFILIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score