· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT REBUSSINI CONSULTING, INC. — ROBERT REBUSSINI CONSULTING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250515122350NAL0013416435001
ROBERT REBUSSINI CONSULTING, INC.
Form 5500-SF
FILING_RECEIVED
ROBERT REBUSSINI CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT REBUSSINI CONSULTING, INC.
.
Find decision makers
Plan sponsor
Name
ROBERT REBUSSINI CONSULTING, INC.
EIN
14-1863985
Address
1000 CHAPEL VIEW BOULEVARD · SUITE 210 · CRANSTON, RI · 029203069
Phone
(401) 490-0290
Industry
Finance & Insurance
see 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
2025-05-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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 providers
Related plans
Similar-size Finance & Insurance plans
KANSAS VENTURE CAPITAL, INC.
KANSAS VENTURE CAPITAL, INC. PROFIT SHARING 401(K) PLAN
$3.8M · 5 participants
CEDAR ADVANCE OPERATIONS LLC
CEDAR ADVANCE OPERATIONS LLC DEFINED BENEFIT PLAN
$3.8M · 4 participants
SONATA CAPITAL
SONATA CAPITAL RETIREMENT TRUST
$3.8M · 5 participants
INTEGRATED FINANCIAL GROUP, INC.
IFG 401K PLAN
$3.8M · 2 participants
IPI WEALTH MANAGEMENT
IPI WEALTH MANAGEMENT RETIREMENT PLAN
$3.8M · 17 participants
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.
MCPEAK WEALTH MANAGEMENT LLC
MCPEAK WEALTH MANAGEMENT 401K
$3.8M · 13 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
