How big is Rizzo Financial Group, LLC's plan?

Rizzo Financial Group, LLC's plan reported $584K in assets and 3 participants for 2024.

Original filing (PDF)20251013172457NAL0000858403002

Rizzo Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Rizzo Financial Group, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Rizzo Financial Group, LLC's Rizzo Financial Group, LLC Defined Benefit Pension Plan held $584K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

Plan identifiers

Rizzo Financial Group, LLC's EIN is 26-4628856.

EIN 26-4628856

Plan number 003

Plan year 2024

ACK ID 20251013172457NAL0000858403002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rizzo Financial Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 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