Research Affiliates, LLC

Texas
Registered In
10/18/2016
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Research Affiliates, LLC at 620 Newport Center Dr STE 900, Newport Beach, Ca 92660 lists John West of Newport Beach, CA and Michael Aked of Wendouree, VI.

Overview

Registered In
Texas
Incorporation Date
Company Type
Foreign Limited Liability Company (Llc)
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Corporation Service Company Dba Csc - Lawyers Incorporating Service Company Registered Agent
211 E 7TH ST STE 620, AUSTIN, TX 78701
John West Member
1931 PORT RAMSGATE PL, NEWPORT BEACH, CA 92660
Michael Aked Member
PO BOX 417, WENDOUREE, VI
Jonathan Treussard Member
57 JASMINE CREEK DR, CORONA DEL MAR, CA 92625
Jeffrey Wilson Member
6 MIDDLERIDGE LN N, ROLLING HILLS, CA 90274
Vitali Kalesnik Member
2018 PORT PROVENCE PL, NEWPORT BEACH, CA 92660
Robert Arnott Member
34 LA GORCE CIR, MIAMI BEACH, FL 33141
Joseph Hattesohl Member
16 SUGARBUSH, ALISO VIEJO, CA 92656
Campbell Russell Harvey Member
100 FUQUA DR, DURHAM, NC 27708
Brandon P Kunz Member
3044 LOCH MEADOW CT, SOUTHLAKE, TX 76092
Showing 10 of 19 associates. Create a free account to view the complete list and historical changes.

Map & Locations

620 NEWPORT CENTER DR STE 900, NEWPORT BEACH, CA 92660 View Map

Financials

Financial Information for Research Affiliates, LLC

Form 5500

RESEARCH AFFILIATES, LLC

660 Newport Center Dr, STE 300, Newport Beach, Ca 92660 (949) 325-8700 EIN:02-0570299 Plan Admin:Jennifer A Arias
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY91 / 88 Assets BOY/EOY$8,327,334 / $8,318,018 2023 RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002 91 / 88 $8,327,334 / $8,318,018
2022 Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY133 / 103 Assets BOY/EOY$31,016,392 / $23,790,120 2022 RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001 133 / 103 $31,016,392 / $23,790,120
2022 Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY95 / 85 Assets BOY/EOY$11,314,140 / $8,327,334 2022 RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002 95 / 85 $11,314,140 / $8,327,334
2021 Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 133 Assets BOY/EOY$28,428,590 / $31,016,392 2021 RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001 125 / 133 $28,428,590 / $31,016,392
2021 Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY103 / 92 Assets BOY/EOY$10,751,704 / $11,314,140 2021 RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002 103 / 92 $10,751,704 / $11,314,140
2020 Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY126 / 125 Assets BOY/EOY$28,714,576 / $28,428,590 2020 RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001 126 / 125 $28,714,576 / $28,428,590
2020 Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY108 / 101 Assets BOY/EOY$9,198,898 / $10,751,704 2020 RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002 108 / 101 $9,198,898 / $10,751,704
2019 Plan NameRESEARCH AFFILIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 126 Assets BOY/EOY$24,614,175 / $28,714,576 2019 RESEARCH AFFILIATES, LLC 401(K) PLAN - Plan #001 125 / 126 $24,614,175 / $28,714,576
2019 Plan NameRESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY105 / 102 Assets BOY/EOY$6,999,216 / $9,198,898 2019 RESEARCH AFFILIATES, LLC DEFINED BENEFIT PLAN - Plan #002 105 / 102 $6,999,216 / $9,198,898
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor
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