· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RWV FINANCIAL, LLC — RWV FINANCIAL LLC, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925202634NAL0010094784001
RWV FINANCIAL, LLC
Form 5500-SF
FILING_RECEIVED
RWV FINANCIAL LLC
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RWV FINANCIAL, LLC
.
Find decision makers
Plan sponsor
Name
RWV FINANCIAL, LLC
DBA
STERLING FOX FINANCIAL SERVICES
EIN
27-3535530
Address
524 DEMOCRACY PL · APEX, NC · 275235792
Phone
(919) 389-4563
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
DETALUS ADVISORS, LLC
DETALUS ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$2.4M · 11 participants
DOUBLE EAGLE CAPITAL MANAGEMENT LP
DOUBLE EAGLE CAPITAL MANAGEMENT LP 401K PLAN
$2.4M · 2 participants
STANSBERRY ASSET MANAGEMENT LLC
STANSBERRY ASSET MANAGEMENT LLC 401(K) PLAN
$2.4M · 36 participants
CLARITY WEALTH ADVISORS
CLARITY WEALTH ADVISORS DEFINED BENEFIT PENSION PLAN
$2.4M · 4 participants
SKYPATH PRIVATE WEALTH, LLC
SKYPATH PRIVATE WEALTH, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.4M · 11 participants
AMTC & ASSOCIATES, LLC
AMTC & ASSOCIATES, LLC 401(K) PLAN
$2.4M · 11 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
