How big is Rally Capital Services, LLC's plan?

Rally Capital Services, LLC's plan reported $1.0M in assets and 7 participants for 2025.

Original filing (PDF)20260511104929NAL0007348912001

Rally Capital Services, LLC

Name: Rally Capital Services, LLC — Rally Capital, Form 5500 (2025)
Creator: Rally Capital Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rally Capital Services, LLC 401(k) Plan

401(k) retirement plan · Rally Capital Services, LLC's Rally Capital Services, LLC 401(k) Plan held $1.0M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Daniel Lee signed Rally Capital Services, LLC's 2025 Form 5500 as plan administrator.

Daniel Lee — 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

Rally Capital Services, LLC's EIN is 36-4224048.

EIN 36-4224048

Plan number 001

Plan year 2025

ACK ID 20260511104929NAL0007348912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rally Capital Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rally Capital Services, 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 RALLY CAPITAL SERVICES, 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