OpenERISA

Research Affiliates, LLC

Newport Beach, CA, 92660

EIN 02-0570299
Plans
2
Total participants
586
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Research Affiliates, LLC 401(K) Plan58
2024Form 5500-SF002Research Affiliates, LLC Defined Benefit Plan52
2023Form 5500001Research Affiliates, LLC 401(K) Plan59
2023Form 5500-SF002Research Affiliates, LLC Defined Benefit Plan55
2022Form 5500001Research Affiliates, LLC 401(K) Plan63
2022Form 5500-SF002Research Affiliates, LLC Defined Benefit Plan47
2021Form 5500001Research Affiliates, LLC 401(K) Plan69
2021Form 5500-SF002Research Affiliates, LLC Defined Benefit Plan57
2020Form 5500001Research Affiliates, LLC 401(K) Plan65
2020Form 5500-SF002Research Affiliates, LLC Defined Benefit Plan61

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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