Original filing (PDF)20250721155840NAL0001718001001

RWS FINANCIAL GROUP

Name: RWS FINANCIAL GROUP — RWS SAFE HARBOR 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RWS FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

RWS SAFE HARBOR 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 RWS FINANCIAL GROUP.

Plan sponsor

Name

RWS FINANCIAL GROUP

EIN

20-1516857

Address

28555 ORCHARD LAKE RD. · FARMINGTON HILLS, MI · 48334

Phone

(734) 513-7370

Industry

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ALVARIUM INVESTMENT ADVISORS U

ALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 16 participants

SBZ INDUSTRY INVESTMENT, INC

SBZ INDUSTRY INVESTMENT, INC. RETIREMENT PLAN

$1.4M · 3 participants

ASTRIKE FINANCIAL PLLC

ASTRIKE FINANCIAL 401(K) PLAN

$1.4M · 5 participants

BOTTOMS FINANCIAL

BOTTOMS FINANCIAL 401(K) PLAN

$1.4M · 3 participants

EV CAPITAL LLC

EV CAPITAL 401(K) PLAN

$1.4M · 29 participants