How big is RMG Financial Services, Inc.'s plan?

RMG Financial Services, Inc.'s plan reported $23K in assets and 3 participants for 2024.

Original filing (PDF)20250625174129NAL0011532544002

RMG Financial Services, Inc.

Name: RMG Financial Services, Inc. — Gauthier Wealth, Form 5500 (2024)
Creator: RMG Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gauthier Wealth Partners 401(k) Plan

401(k) retirement plan · RMG Financial Services, Inc.'s Gauthier Wealth Partners 401(k) Plan held $23K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan identifiers

RMG Financial Services, Inc.'s EIN is 20-8006241.

EIN 20-8006241

Plan number 001

Plan year 2024

ACK ID 20250625174129NAL0011532544002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RMG Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RMG Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score