RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN

[ EIN: 02-0570299 | Plan No. 002 ]

According to Department of Labor Form 5500 data, RESEARCH AFFILIATES, LLC sponsors RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN, categorized as a Defined Benefit plan. The filing shows 87 participants and total assets of $8,441,208 for the plan year 2024.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: RESEARCH AFFILIATES, LLC

Location: 660 NEWPORT CENTER DR, STE 300, NEWPORT BEACH, CA 92660

EIN: 020570299

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 87

Total Assets: $8,441,208

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