How big is RMG Wealth Management Group's plan?

RMG Wealth Management Group's plan reported $3.7M in assets and 13 participants for 2025.

Original filing (PDF)20260518093555NAL0014967072001

RMG Wealth Management Group

Name: RMG Wealth Management Group — Robert J. Roy Jr., Form 5500 (2025)
Creator: RMG Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Roy Jr. 401(k) Plan

401(k) retirement plan · RMG Wealth Management Group's Robert J. Roy Jr. 401(k) Plan held $3.7M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Robert Roy signed RMG Wealth Management Group's 2025 Form 5500 as plan administrator.

Robert Roy — 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

RMG Wealth Management Group's EIN is 27-3194862.

EIN 27-3194862

Plan number 001

Plan year 2025

ACK ID 20260518093555NAL0014967072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for RMG Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

RMG Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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