Leonard OKUN signed RBG Management Co., Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RBG Management Co., Inc.'s EIN is 13-3148758.
Download the official 2023 Form 5500 (PDF) for RBG Management Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)RBG Management Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $433K | 79.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $80K | 14.8% |
