How big is The Rosenberg Giuliani Group, LLC d/b/a/ RG Group's plan?

The Rosenberg Giuliani Group, LLC d/b/a/ RG Group's plan reported $767K in assets and 3 participants for 2023.

Original filing (PDF)20240830140545NAL0007175363001

The Rosenberg Giuliani Group, LLC d/b/a/ RG Group

Name: The Rosenberg Giuliani Group, LLC d/b/a/ RG Group — Form 5500 Plan 001 (2023)
Creator: The Rosenberg Giuliani Group, LLC d/b/a/ RG Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RG Group 401(k) Plan

401(k) retirement plan · The Rosenberg Giuliani Group, LLC d/b/a/ RG Group's RG Group 401(k) Plan held $767K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

Plan identifiers

The Rosenberg Giuliani Group, LLC d/b/a/ RG Group's EIN is 27-4634523.

EIN 27-4634523

Plan number 001

Plan year 2023

ACK ID 20240830140545NAL0007175363001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Rosenberg Giuliani Group, LLC d/b/a/ RG Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Rosenberg Giuliani Group, LLC d/b/a/ RG 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 THE ROSENBERG GIULIANI GROUP, LLC D/B/A/ RG 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