How big is RS Advisors' plan?

RS Advisors' plan reported $2K in assets and 3 participants for 2023.

Original filing (PDF)20250327132642NAL0017361201001

RS Advisors

Name: RS Advisors — RS Advisors SOCA Benefit Plan, Form 5500 (2023)
Creator: RS Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RS Advisors SOCA Benefit Plan

Health & welfare plan · RS Advisors' RS Advisors SOCA Benefit Plan held $2K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$471

People on this filing

Matt Appenzeller signed RS Advisors' 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RS Advisors' EIN is 02-0685189.

EIN 02-0685189

Plan number 501

Plan year 2023

ACK ID 20250327132642NAL0017361201001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for RS Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

RS Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RS ADVISORS.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RS ADVISORS

EIN

all filings

Address

222 E TOWN ST · COLUMBUS, OH · 43215

Phone

(614) 697-2019

Industry

Finance & Insurance

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

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