How big is RKJ Group, LLC's plan?

RKJ Group, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250424084016NAL0004044995001

RKJ Group, LLC

Name: RKJ Group, LLC — RKJ Group 401(k) Plan, Form 5500 (2024)
Creator: RKJ Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RKJ Group 401(k) Plan

401(k) retirement plan · RKJ Group, LLC's RKJ Group 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

RKJ Group, LLC's EIN is 27-4941605.

EIN 27-4941605

Plan number 001

Plan year 2024

ACK ID 20250424084016NAL0004044995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RKJ Group, LLC'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 RKJ GROUP, 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.

Plan sponsor

Name

RKJ GROUP, LLC

EIN

all filings

Address

4101 LAKE BOONE TRAIL · SUITE 110 · RALEIGH, NC · 27607

Phone

(919) 239-4701

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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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