Original filing (PDF)20250730082250NAL0004354305001

RBL ASSOCIATES, INC.

Name: RBL ASSOCIATES, INC. — RBL ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: RBL ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

RBL ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RBL ASSOCIATES, INC..

Plan sponsor

Name

RBL ASSOCIATES, INC.

EIN

13-3381371

Address

205 LEXINGTON AVE FL 18 · NEW YORK, NY · 100166022

Phone

(212) 532-0400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

RTEA CORP.,

MUTUAL UNDERWRITERS 401(K) PLAN

$2.3M · 19 participants

EWING, BLACKWELDER & DUCE INSURANCE, INC.

EWING, BLACKWELDER & DUCE INSURANCE, INC. 401(K) PLAN

$2.3M · 28 participants

MMM ASSOCIATES

MMM 401(K) PLAN

$2.3M · 6 participants

PARAMOUNT TITLE AGENCY, LLC

PARAMOUNT TITLE 401K

$2.3M · 20 participants

SIMPSON INSURANCE SERVICES, INC.

SIMPSON INSURANCE SERVICES, INC 401K PS PLAN

$2.3M · 3 participants