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 — RG GROUP 401(K) PLAN, Form 5500 (2023)
Creator: THE ROSENBERG GIULIANI GROUP, LLC D/B/A/ RG GROUP

Form 5500-SF

FILING_RECEIVED

RG GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ROSENBERG GIULIANI GROUP, LLC D/B/A/ RG GROUP.

Plan sponsor

Name

THE ROSENBERG GIULIANI GROUP, LLC D/B/A/ RG GROUP

EIN

27-4634523

Address

29-12 161ST STREET · FLUSHING, NY · 11358

Phone

(212) 365-8871

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Public Administration plans

MISSOULA ECONOMIC PARTNERSHIP

MISSOULA ECONOMIC PARTNERSHIP 401(K) PLAN

$766K · 6 participants

CENTRAL STATE APPORTIONED TAG AGENCY, LLC

CENTRAL STATE APPORTIONED TAG AGENCY CASH BALANCE PLAN

$765K · 11 participants

PAOLI FIRE COMPANY

PAOLI FIRE COMPANY 401(K) PLAN

$764K · 29 participants

JEFFERSON COUNCIL ON AGING, INC.

JCOA 401K PLAN

$771K · 57 participants

UPPER SIOUX COMMUNITY

UPPER SIOUX COMMUNITY - BOARD OF TRUSTEES - 401(K) PLAN AND TRUST