Back to filter
Original filing (PDF)20251015214045NAL0003027587001
RMG SUNSET, INC.
Form 5500
FILING_RECEIVED
SUNSET RMG 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
200
Accounts w/ balance
250
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT II (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RMG SUNSET, INC..
Plan sponsor
Name
RMG SUNSET, INC.
EIN
38-3866148
Address
8272 W. SUNSET BLVD. SUITE D · WEST HOLLYWOOD, CA · 900462416
Phone
(323) 822-0849
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JLK ROSENBERGER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | INDIANOPOLIS, IN | NONE | $160 | — |
Investments
1 pooled fund· $892K(75% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $892K | 74.8% |
Related plans
Other plans using AMERICAN UNITED LIFE INSURANCE CO.
ONEAMERICA FINANCIAL PARTNERS INC.
AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST
$506.6M · 1,607 participants
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.
THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO)
$394.8M · 2,981 participants
UNION HOSPITAL, INC.
UNION HEALTH 403(B)RETIREMENT PLAN
$232.8M · 3,369 participants
KODIAK GYPSUM MOUNTAIN STATES LLC
KODIAK BP 401K PLAN
$193.5M · 5,941 participants
GREGORY POOLE EQUIPMENT COMPANY
GREGORY POOLE EQUIPMENT COMPANY RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$167.4M · 1,483 participants
ENDRESS+HAUSER INC.
ENDRESS+HAUSER INC. EMPLOYEES 401K/RETIREMENT SAVINGS PLAN
$159.5M · 983 participants
Similar-size Accommodation & Food Services plans
400 WEST 14TH INC.
400 WEST 14TH INC. 401(K) PROFIT SHARING PLAN
$1.2M · 1 participants
LANDMARK RESTAURANTS, INC.
ONIONS INC. EMPLOYEES 401(K) PROFIT SHARING PLAN
$1.2M · 69 participants
JJJ EXPRESS LLC
JJJ EXPRESS LLC CASH BALANCE PENSION PLAN
$1.2M · 8 participants
TCC HOLDINGS, LLC
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
$1.2M · 73 participants
MSK MANAGEMENT, LLC
MSK MANAGEMENT 401(K) PLAN
$1.2M · 533 participants
THE BOWMAN-HEALY ENTERPRISES
THE BOWMAN-HEALY ENTERPRISES 401(K) PLAN
$1.2M · 49 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B