Original filing (PDF)20250922103910NAL0012069026001

RICCA GROUP, INC.

Name: RICCA GROUP, INC. — MEDSURVEY 401(K) PLAN, Form 5500 (2024)
Creator: RICCA GROUP, INC.

Form 5500-SF

FILING_RECEIVED

MEDSURVEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICCA GROUP, INC..

Plan sponsor

Name

RICCA GROUP, INC.

DBA

MEDSURVEY

EIN

01-0690738

Address

1111 STREET ROAD · SUITE 300 · SOUTHAMPTON, PA · 18966

Phone

(215) 882-8865

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

GOLDEN PROPORTIONS MARKETING, INC.

WINANS RETIREMENT PLAN

$2.1M · 19 participants

INTUITIVE MARKETING GROUP, LLC

INTUITIVE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 2 participants

LUCAS BOLS USA, INC.

LUCAS BOLS USA 401(K) PLAN

$2.2M · 17 participants

PEOPLEMETRICS, INC.

PEOPLEMETRICS 401(K) RETIREMENT PLAN

$2.1M · 10 participants

HALEY AND COMPANY, LLC

HALEY AND COMPANY, LLC 401(K) SAVINGS PLAN

$2.2M · 2 participants