How big is RFP Advisors, Inc.'s plan?

RFP Advisors, Inc.'s plan reported $4.0M in assets and 2 participants for 2024.

Original filing (PDF)20250711110125NAL0016994786001

RFP Advisors, Inc.

Name: RFP Advisors, Inc. — RFP Advisors, Inc. 401(k) Plan, Form 5500 (2024)
Creator: RFP Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RFP Advisors, Inc. 401(k) Plan

401(k) retirement plan · RFP Advisors, Inc.'s RFP Advisors, Inc. 401(k) Plan held $4.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Angela Boylan signed RFP Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Angela Boylan — 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

RFP Advisors, Inc.'s EIN is 04-3285636.

EIN 04-3285636

Plan number 001

Plan year 2024

ACK ID 20250711110125NAL0016994786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RFP Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RFP Advisors, Inc.'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 RFP ADVISORS, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RFP ADVISORS, INC.

EIN

all filings

Address

200 SUMMIT DRIVE · SUITE 210 · BURLINGTON, MA · 01803

Phone

(781) 328-4325

Industry

Finance & Insurance

Plan administrator