How big is Retirement Planning Group LLC's plan?

Retirement Planning Group LLC's plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250807004813NAL0001943683001

Retirement Planning Group LLC

Name: Retirement Planning Group LLC — Retirement Planning, Form 5500 (2024)
Creator: Retirement Planning Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Planning Group 401(k) Plan

401(k) retirement plan · Retirement Planning Group LLC's Retirement Planning Group 401(k) Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Retirement Planning Group LLC's EIN is 11-3760125.

EIN 11-3760125

Plan number 001

Plan year 2024

ACK ID 20250807004813NAL0001943683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retirement Planning Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Planning Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIREMENT PLANNING GROUP 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