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Original filing (PDF)20260112160211NAL0015300259001
ROBERT D. NIEHAUS, INC.
Form 5500-SF
FILING_RECEIVED
RDN CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT D. NIEHAUS, INC..
Plan sponsor
Name
ROBERT D. NIEHAUS, INC.
EIN
77-0067990
Address
140 E. CARRILLO STREET · SANTA BARBARA, CA · 93101
Phone
(805) 962-0611
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-12
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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