Original filing (PDF)20240625150600NAL0004742499001

RMB Group, LLC

Name: RMB Group, LLC — HISC 492 401(k) Plan, Form 5500 (2023)
Creator: RMB Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HISC 492 401(k) Plan

401(k) retirement plan · RMB Group, LLC's HISC 492 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

RMB Group, LLC's EIN is 41-2084721.

EIN 41-2084721

Plan number 001

Plan year 2023

ACK ID 20240625150600NAL0004742499001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for RMB Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

RMB 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 RMB 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RMB GROUP, LLC

EIN

all filings

Address

1701 SHALLCROSS AVENUE, SUITE A · WILMINGTON, DE · 19806

Phone

(302) 654-4003

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-12

Filed

2024-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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