How big is RWV Financial, LLC's plan?

RWV Financial, LLC's plan reported $2.4M in assets and 3 participants for 2024.

Original filing (PDF)20250925202634NAL0010094784001

RWV Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

RWV Financial LLC

Defined-contribution retirement plan · RWV Financial, LLC's RWV Financial LLC held $2.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Robert Volpe signed RWV Financial, LLC's 2024 Form 5500 as plan administrator.

Robert Volpe — 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

RWV Financial, LLC's EIN is 27-3535530.

EIN 27-3535530

Plan number 001

Plan year 2024

ACK ID 20250925202634NAL0010094784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RWV FINANCIAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

RWV FINANCIAL, LLC

DBA

STERLING FOX FINANCIAL SERVICES

EIN

all filings

Address

524 DEMOCRACY PL · APEX, NC · 275235792

Phone

(919) 389-4563

Industry

Finance & Insurance

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

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