Original filing (PDF)20251001171324NAL0012883393001

REGIONAL INVESTMENT & MANAGEMENT, LLC

Name: REGIONAL INVESTMENT & MANAGEMENT, LLC — RIM CASH BALANCE PLAN, Form 5500 (2024)
Creator: REGIONAL INVESTMENT & MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

RIM CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 REGIONAL INVESTMENT & MANAGEMENT, LLC.

Plan sponsor

Name

REGIONAL INVESTMENT & MANAGEMENT, LLC

EIN

20-4424003

Address

6122 WASHINGTON BLVD · CULVER CITY, CA · 90232

Phone

(310) 821-1945

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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 Professional & Technical Services plans

OIL CENTER RESEARCH, LLC

OIL CENTER RESEARCH, INC PROFIT SHARING PLAN

$1.3M · 71 participants

CRC ONCOLOGY CORP

CRC ONCOLOGY CORP 401(K) PLAN

$1.3M · 6 participants

ALLORION THERAPEUTICS INC

ALLORION THERAPEUTICS INC. 401(K) PLAN

$1.3M · 19 participants

ERYTECH PHARMA, INC.

ERYTECH PHARMA INC. 401K PROFIT SHARING PLAN TRUST

$1.3M · 4 participants

VISEON, INC.

VISEON, INC. 401(K) PLAN

$1.3M · 11 participants