Back to filter
Original filing (PDF)20250624122430NAL0010341632001
THE ROBERT FRANCES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE ROBERT FRANCES GROUP 401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
6
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ROBERT FRANCES GROUP, INC..
Plan sponsor
Name
THE ROBERT FRANCES GROUP, INC.
EIN
06-1477192
Address
46 KENT HILLS LANE · WILTON, CT · 06897
Phone
(203) 429-8951
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
2025-06-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Professional & Technical Services plans
247 HEART AND VASCULAR SPECIALISTS PC
247 HEART AND VASCULAR DEFINED BENEFIT PLAN
$2.1M · 5 participants
HAWKINS DESIGN GROUP, INC.
HDG/CSA RETIREMENT PLAN
$2.1M · 44 participants
KITTY HAWK TECHNOLOGIES
KITTY HAWK TECHNOLOGIES 401(K)
$2.1M · 30 participants
TFS MANAGEMENT, INC.
TFS MANAGEMENT, INC. 401(K) PLAN
$2.1M · 3 participants
APPENDIX R SOLUTIONS
ARS 401(K) PLAN
$2.1M · 5 participants
CRISIS RESPONSE COMPANY LLC
CRISIS RESPONSE COMPANY 401K
$2.1M · 49 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B