How big is RM Financial Services, LLC's plan?

RM Financial Services, LLC's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250701125424NAL0029583410001

RM Financial Services, LLC

Name: RM Financial Services, LLC — RM Financial Services, Form 5500 (2024)
Creator: RM Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RM Financial Services, LLC 401(k) P/S Plan

401(k) retirement plan · RM Financial Services, LLC's RM Financial Services, LLC 401(k) P/S Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Aaron RUGH signed RM Financial Services, LLC's 2024 Form 5500 as plan administrator.

Aaron RUGH — 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

RM Financial Services, LLC's EIN is 02-0791391.

EIN 02-0791391

Plan number 001

Plan year 2024

ACK ID 20250701125424NAL0029583410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RM Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RM Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RM FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score