Original filing (PDF)20230713110609NAL0030432704001

RWB Capital Management DBA Burnham & Dells Advisors

Name: RWB Capital Management DBA Burnham & Dells Advisors — Form 5500 Plan 001 (2022)
Creator: RWB Capital Management DBA Burnham & Dells Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burnham & Dells 401(k) Retirement Savings Plan

401(k) retirement plan · RWB Capital Management DBA Burnham & Dells Advisors' Burnham & Dells 401(k) Retirement Savings Plan held $74K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

Plan identifiers

RWB Capital Management DBA Burnham & Dells Advisors' EIN is 38-3613362.

EIN 38-3613362

Plan number 001

Plan year 2022

ACK ID 20230713110609NAL0030432704001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for RWB Capital Management DBA Burnham & Dells Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

RWB Capital Management DBA Burnham & Dells Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RWB CAPITAL MANAGEMENT DBA BURNHAM & DELLS ADVISORS.

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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