How big is RMB Associates, LLC's plan?

RMB Associates, LLC's plan reported $4.6M in assets and 164 participants for 2024.

Original filing (PDF)20250929095707NAL0015006739001

RMB Associates, LLC

Name: RMB Associates, LLC — RMB 401(k) Plan, Form 5500 (2024)
Creator: RMB Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RMB 401(k) Plan

401(k) retirement plan · RMB Associates, LLC's RMB 401(k) Plan held $4.6M in plan assets for 164 participants in 2024.

Signals · 1

No auditor on file

Active participants

164

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Jennifer Brown signed RMB Associates, LLC's 2024 Form 5500 as plan administrator.

Jennifer Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RMB Associates, LLC's EIN is 27-2105493.

EIN 27-2105493

Plan number 001

Plan year 2024

ACK ID 20250929095707NAL0015006739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RMB Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score