How big is Rich Capital Financial Services, LLC's plan?

Rich Capital Financial Services, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20251015165729NAL0006985808001

Rich Capital Financial Services, LLC

Name: Rich Capital Financial Services, LLC — Rich Capital, Form 5500 (2024)
Creator: Rich Capital Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rich Capital Financial Services, LLC Cash Balance Plan

Defined-benefit pension plan · Rich Capital Financial Services, LLC's Rich Capital Financial Services, LLC Cash Balance Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Rich Capital Financial Services, LLC's EIN is 26-3370596.

EIN 26-3370596

Plan number 001

Plan year 2024

ACK ID 20251015165729NAL0006985808001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rich Capital Financial Services, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICH CAPITAL FINANCIAL SERVICES, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score