How big is R.J. Augustine & Associates, Ltd.'s plan?

R.J. Augustine & Associates, Ltd.'s plan reported $5.2M in assets and 13 participants for 2024.

Original filing (PDF)20251003153007NAL0001567473001

R.J. Augustine & Associates, Ltd.

Name: R.J. Augustine & Associates, Ltd. — R.J. Augustine &, Form 5500 (2024)
Creator: R.J. Augustine & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.J. Augustine & Associates, Ltd. 401(k)

401(k) retirement plan · R.J. Augustine & Associates, Ltd.'s R.J. Augustine & Associates, Ltd. 401(k) held $5.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

R.J. Augustine & Associates, Ltd.'s EIN is 36-3657241.

EIN 36-3657241

Plan number 001

Plan year 2024

ACK ID 20251003153007NAL0001567473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.J. Augustine & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.J. Augustine & Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

R.J. AUGUSTINE & ASSOCIATES, LTD.

EIN

all filings

Address

650 E. ALOGNQUIN ROAD · SUITE 300 · SCHAUMBURG, IL · 60173

Phone

(847) 330-0400

Industry

CPA Offices· Professional & Technical Services

Plan administrator